Invoice Generator: General Area

Use the general area of the invoice generator to define the criteria for generating invoices and shows the information about the generated invoices document. General area fields described below are arranged into several logical groups following the organization of fields in the General area of a form page. The following subsections of the General area are singled out:

Type of filling

Field

Used for

Type of filling

Field defines the type of base for invoices to be created: both sales orders and delivery entries or delivery entries only.
 

Fill all reserved goods and services

Use this option to create invoices for both sales order and delivery entries.

Fill only goods and services with delivery document

Use this option to create invoices for delivery entries only.

Fill button

Click the Fill button after choosing the preferred type of filling.

Type of invoice generation

Field

Used for

Type of invoice generation

Field defines the quantifiable approach to invoice generation, e.g. either one invoice for all sales orders and delivery entries for one customer or separate invoices for each order and delivery.
 

Generate grouped invoices

Use this option to create one invoice for all sales orders and deliveries for one customer.


In case orders/deliveries have identical fields Currency, Warehouse, Price includes VAT and Delivery is separated from invoice, the system will generate one invoice for all orders/deliveries.

Generate separate invoices for every sales order and delivery

Use this option to create separate invoices for every sales order and delivery, regardless of a customer.

Sales manager

Select the salesperson responsible for invoice creation or create a new one.

Generate invoices button

Click the Generate invoices button after selecting sales orders and deliveries and filling the required information about them. 


Note: Both Type of filling and Type of invoice generation fields are pre-filled and are required to be filled in to generate invoices.

Document-related Information

Field

Used for

Number

Invoice generation number is assigned automatically when you save the entry based on the selected numerator.

Users with the appropriate permissions can override the auto-generated number and enter it manually.
After overriding the number of entry, automated numbering will proceed in the same manner but using the manually set number as a start value.

Date

Date field is automatically assigned the date when the new invoice generation entry was created.

The date specified designates the posting date, the document date, and the date when the invoice generation entry was created in the system.

You can override the auto-generated date and time and enter them manually.

Note

Add any extra details or comments about your invoice generation entry.


More information