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Creating Sales Invoice manually

Invoicing Sales Orders
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics
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Presenter: Sune Lohse, Chief Strategy Officer

How to manually create a sales invoice in Business Central?

In this video I will show you how to create a sales invoice, or how to make a sales invoice from a sales order, where we already have posted shipment.

This is what happens in the video

So, it is two different ways of making a sales invoice, so, let’s start with the simple one.

From the main menu, I will go to my sales invoice, in this case, I might have a customer who wants to buy some extra spokes, so, I create a new sales invoice for my customer, and this is the Bike Master Copenhagen, and I can enter either item, G/L account, resource, etc.

like when I created the sales order, and in this case, I would like to buy, and also sell, a spoke, maybe 30 pieces for this customer, and it doesn’t have a sales price automatically, because it’s not set up on the item card, but I can see here on my fact box, that the standard cost is 2 DKK.

I might say to the customer he has to buy three depending on my sales, and when I scroll right, I can see there’s no columns for quantity to ship and quantity to invoice, because when it’s a sales invoice those will always follow each other, so, now I can print it to my screen or just post it and send it, so, we’ll go to post, normally I would post and send, and then send the invoice automatically, in this case, I will just post it and when I post the invoice it turns into a posted invoice, and I can open it and see how it looks, and I could send it from here, if I didn’t send it before.

I can print it, and then save it as pdf, and send it to the customer.

So, this is one scenario.

I created and posted an invoice.

The other scenarios is a sales order, and I know, that I have a sales order already for this customer.

I have shipped some quantities of bike and also some training and transportation and if I scroll right on my sales order, I can see that I already shipped 18 and 2 and 1, and I still miss to ship the 7, so if I post this directly now, it will suggest to ship the remaining quantity and invoice the already shipped quantity.

What I want to do now is actually to post the quantity I’ve shipped, It’s not allowed to post more than I have shipped, and then I can proceed, post, select post, and in this case, I will only post the invoicing, because I already posted the shipment, and now my quantity invoiced displays what I’ve posted now.

So, there’s an invoice that I can go and find in my posted sales invoice, and send it.

I could also have selected post and sent, so, if I go to my posted sales invoice, and I might select a filter on this customer, I can see my two invoices, that I just created and posted, the last one on the 18 and 2 and 1, so, on this specific sales order, I only see the actual invoiced quantity.