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titleInvoice

All invoices and Credit Notes are stored and are only printed, sent, and posted to the finance system when you are ready to send them, the only exception to this when you use the Pre-Invoice option on the Sales Order.

When posting a Credit Note which was generated from an Invoice, then the Invoice number is included within the Description. Please see bellow example of this.

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Note

Pre Invoice - Please read the warnings for using this feature on the order entry wiki pages.

If you are linked to a finance system, the generation of the invoice will prepare and post an entry into the finance system.

Info

Ticking the Exclude field will hide the line from some reports but It does not prevent the invoices from being raised.
If you want to invoice some but not all invoices, select the invoices you want to raise (hold the ctrl button down to select or unselect Orders) and then invoice the selected lines with the ‘Invoice Selected’ button.

Usual functionality is to select some or all Orders and press the ‘Invoice Selected’ button to generate them.

The ‘Retrieve Payments’ button - will retrieve all the payments that are pending to be posted.