Invoicing will complete a sale and ensure all the necessary actions are taken to update the customer and accounting.
Note: Invoicing should be performed even if the invoice document does not need to be sent to the customer in order to complete the sale!
Invoicing can be performed at any stage in the sales cycle - before or after taking payment or shipping. However, it is best practice to perform it after the shipping stage.
It can also be done one order at a time, in batches or automatically.
Invoicing can be reversed by un-invoicing (if the setting is enabled) which allows corrections to be made to the order before re-invoicing.
Invoicing a sale will:
- Create an invoice reference and invoice document
- Update the order status to the "invoiced" status defined by the sales workflow
- Update the customer's account balance and financial history
- Lock the sale so no further changes can be made
- Post an SI journal in accounting
- (Optional) Automatically email the billing customer the invoice
How to invoice an order
- Search for and open the sales order.
- Click the Invoice button.
How to invoice sales in batches
- Go to Sales > Recent Sales.
- Use the filters to search for the relevant orders.
- Use the checkboxes to select the orders to be invoiced.
- Click the Invoice button at the top of the list.
Invoicing sales automatically
Using Brightpearl Automation, you can define rules for which sales are invoiced automatically. Read more about this here.