Invoices and invoicing sales

Invoicing will complete a sale and ensure all the necessary actions are taken to update the customer and accounting are taken.

Invoicing should be performed even if the invoice document does not need to be sent to the customer.

Invoicing can be performed at any stage in the sales cycle - before or after taking payment or shipping. And it can be done one order at a time, in batches or automatically.

Invoicing can be reversed by un-invoicing 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 (in base currency)
  • (Optional) Automatically email the billing customer the invoice

How to invoice an order

  1. Search for and open the sales order.
  2. Click the Invoice button.

    invoice-sale.png

How to invoice sales in batches

  1. Go to Sales > Recent Sales.
  2. Use the filters to search for the relevant orders.
  3. Use the checkboxes to select the orders to be invoiced.
  4. Click the Invoice button at the top of the list.

    batch-invoice.png

Invoicing sales automatically

Using the Brightpearl Automation app you can define rules for which sales are invoiced, and when.

 

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