To Prepare an Invoice for a Sales Order

If you need to prepare an invoice for a particular sales order, you can do this from the Sales Orders (SO301000) form.

To Prepare an Invoice for a Sales Order

  1. Open the Sales Orders (SO301000) form.
  2. In the Order Type box of the Summary area, select the order type of the order for which you want to create an invoice.
  3. In the Order Nbr. box, select the reference number of the order for which you want to create an invoice.
  4. On the form toolbar, click Prepare Invoice.
  5. Review the details of the prepared invoice on the Invoices (SO303000) form, which opens.

Notes About the Procedure

The notes in this section describe the nuances of the UI elements available on the form, such as when an element is required and when it is not, and when the system fills in settings by default. This section can include other notes.

Note the following about this procedure:

  • By default, when a user prepares invoices, the system uses the dates of corresponding shipments as invoice date if the Use Shipment Date for Invoice Date check box is selected on the Sales Orders Preferences (SO101000) form. If you clear this check box, the system will prepare invoices with the current business date.
  • The invoices are created with the Balanced status if the Hold Invoices on Entry check box is cleared in the settings of the order type on the Order Types (SO201000) form. Otherwise, if the check box is selected, the invoices are created with the On Hold status.
  • You can mass-prepare invoices for orders by using the Prepare Invoice action on the Process Orders (SO501000) form, as described in the To Create Invoices for Multiple Orders topic.