Go to Invoicing> Sales Invoices> select the Avail. Lines button.

The Options are outlined below:

  • By Company Profile - This is selected by default and will show results based on the company’s invoice profile in the company record, for despatched items.
  • By Company Profile (Ignoring Despatch Status) - Will show the results based on the company default invoice profile, and will list lines to invoice regardless of despatch status.
  • Non-Company Profile – Consolidated (All Available Lines) - Will show all lines for invoice for a specified company and will merge the lines onto one sale invoice, regardless of despatch status. To be used if no default invoice profile is set up against the company.
  • Non-Company Profile – Consolidated (Despatched lines only) - Applies the same rules as above, but will only list lines that have been despatched.
  • Non-Company Profile – By Sales Order – Will show all lines for invoice based on sales order number, regardless of despatch status and invoice profile. To be used if no default invoice profile is set up against the company.
  • Non-Company Profile –  By Sales Order (Despatched Lines Only) -  Applies the same rules as above, however will only show lines that have been despatched. To be used if no default invoice profile is set up against the company.
  • Non-Company Profile- By Despatch Note - Will show all lines for invoice based on despatch note number. This will only show items that have been despatched and on a completed despatch note.  To be used if no default invoice profile is set up against the company.
  • Non-Company Profile – By Fully Completed Sales Order -  Will show all lines available for invoice, only for sales orders which have been fully progressed to despatch.  To be used if no default invoice profile is set up against the company.
  • All Available Lines Ignoring Any Profile Set - Will list all lines that can be invoiced regardless of the sales order status and despatch status. Invoices should not generally be created from this option.  This option should be used as a final check after the company’s agreed invoicing procedure has been followed.

1. To create an invoice select one of the options above

2. Click Search

3. Highlight the relevant lines

4. Click Create Notes. This will create outstanding invoices.

5. If correct, highlight the outstanding invoices and click Complete

6. Select the Completion Date of the invoices. If nothing selected will default to todays date.

7. Click Complete Selected Invoices

8. Send the invoices either by email, batch process or to print, depend on the company's agreed invoicing procedure.