Manually Creating, Publishing, and Sending Sales Order Invoices

This tutorial guides you through the manual creation, publishing, and sending of sales order invoices in 10X ERP. The feature is helpful when you have open shipments or circumstances where the regular invoice generation process does not apply. Sales Order Invoices can be edited while in draft mode, but are finalized in the General Ledger (GL) and Accounts Receivable (AR) after publishing.

• Navigate to the 'Create Invoices' and/or 'Send Invoices' Tabs in Accounting
• Select the Open Shipments for Manual Invoice Creation
• Draft Invoices are Created and Moved to the 'Send Invoices' Column
• Edit Draft Invoices as Needed, Including Dates and Other Details
• Send All or Selected Invoices to Customers
• Note that Sales Order Invoices can be published individually, or are auto-published when Sending