An invoice is a document used to request payment for delivered goods or services. It contains essential details such as items, prices, discounts, payment terms, and tax-related information.

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Creating an Invoice

1

Open Order

  1. Open the corresponding order.
  2. Click on “Create Invoice” in the top right corner.
2

Select Document

If you have already created an order confirmation and/or a dispatch notification, it is recommended to create the invoice from the latest document. This ensures that all previously made changes are automatically applied.
If the “Create Invoice” button is not available, check:
  • Whether an invoice has already been sent (then available under “More Options”).
  • Whether your connection with the trading partner is set up for invoices.

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Filling in Invoice Data

The invoice document consists of five main sections:

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Managing Item Positions

1

Change Values

  1. Click on the cell you want to edit.
  2. Enter the new value.
  3. Note locked fields (indicated by a lock symbol).
2

Remove Items

  1. Click “X” next to the row.
  2. The quantity will be set to 0.
  3. The item remains visible for documentation purposes.
3

Add New Items

  1. Click “Add.”
  2. Select “New Item.”
  3. Enter the item details.
Locked fields cannot be edited as they are either automatically calculated or derived from previous documents.

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Managing Prices and Discounts

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Using Price Lists

1

Apply Price List

  1. Click “Apply Price List.”
  2. Select the desired price list.
  3. Prices will be automatically populated.

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Global Discounts and Fees

Fees are always calculated before discounts. You can add multiple discounts and fees.

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Setting Payment Terms

Offer payment discounts for early payments:
1

Add Payment Condition

  1. Click “Add Payment Condition.”
  2. Enter the payment term in days.
  3. Set the discount percentage.
You can define multiple payment terms with different discount rates.

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Reviewing and Sending the Document

Before sending, the system automatically checks the invoice:
1

Identify Issues

  • Incorrect fields are highlighted in red.
  • An exclamation mark indicates mandatory fields.
2

Fix Issues

  1. Click on the marked fields.
  2. Read the error message.
  3. Make the necessary corrections.
  4. Use “Next Issue” for systematic correction.
3

Send Invoice

After resolving all issues, send the invoice by clicking “Send.”