Sales Invoice Document Management

Closing Documents

Closing a Document with Another Document

You can create sales invoices directly from sales orders, by creating sales from sales or sales orders and then creating invoices from sales.

When a sales invoice is created from a sales order, it closes the sales order document completely or partially; if all the items of an order are transferred to an invoice, then it is said to be completely closed and if some items of an order are transferred to an invoice, then the order is partially closed. Sales orders for which sales invoices are created are shown in this section. You can see the sales order document by clicking on the line.

When a sales invoice is created from a shipment ( Shipped Delivery ), it settles the shipment completely or partially. Shipments for which a sales invoice is created are shown in this section. When you click on the line, you can see the delivery document.

When you create a sale from a sales order and then create a sales invoice from that sale, it will only be shown as a closed document by the sales invoice. When you click the line, you can see the delivery document.

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