Print invoices from sales orders

When you send goods or provide services to a customer, you print an invoice document to send to the customer. This is legally required for your VAT calculations and it also reminds your customers that they owe you money.

You must print invoices before you can post the invoice values to the customer's account.

You cannot print invoices until the goods have been despatched.

Once the invoice is printed, you cannot amend the despatch note. To amend the despatch note you must cancel the invoice, amend the despatch note and then print the invoice again. The next available invoice number is used.

When printing invoices you can choose to:

• Combine orders for the same customer on a single invoice.

  To do this, select Use consolidated billing on the customer account Documents tab. You then select Consolidate orders with different delivery addresses when you print the invoices.

  Use this if your customer requires a single invoice for head office, but goods are delivered to different places.

• Combine orders for the same customer and delivery address. A separate invoice is printed for each delivery address.

  To do this, you just select Use consolidated billing on the customer account Documents tab.

  Use this if your customer required invoices to be sent to each delivery address.

• Print batch or serial numbers on the invoice for your traceable items.

  To do this, select to Print numbers on invoices in the SOP Settings Document Printing tab.

• Change the exchange rate for foreign currency invoices.

  To do this, select Use exchange rates when printing invoices and credit notes from Sales orders in SOP Settings.

• Choose the invoice layout you want to use.

  This is specified by default in the customer account Documents tab. You can override this when you print the invoices.

Copies of invoices can be produced by reprinting the invoice. You can, if necessary change the customer's address on the copy invoice.