Commercial Invoices

Overview

To inform the customer that they need to pay you, issue a commercial invoice. There are two options to commercial invoice can be just a print form of the sales order or the customer invoice document or a separate document you can register in the system.
In the first case, the invoice is always issued for the total document amount.
In the second case, you can generate commercial invoices based on sales orders and customer invoices. This document cannot be created from scratch, you need a base document anyway. If this option is used, you can see all the generated commercial invoices in the system and cancel them if needed. You can also issue commercial invoices for one or several document lines, meaning you can split payments into milestones.

Using Commercial Invoices as Print Forms

To send such commercial invoice to the customer:
  1. Open the required document (sales order or the customer invoice).
  2. Click Print > Commercial invoice.
  3. Click Send by email at the top, select the customer's email, and send the print form to them.

Using Commercial Invoices as Documents

Enabling Commercial Invoices

To register commercial invoices as the system documents, you need to enable them first:
  1. Go to Master data and settings > Sales.
  2. Select the Commercial invoices checkbox.

Creating Commercial Invoices

To create commercial invoices:
  1. Go to Sales > Sales orders / Sales > Sales documents (all).
  2. Select the required sales order / customer invoice and click Generate > Commercial invoices.
  3. Select the lines that require invoicing.
  4. Click Create or Create and print. The system will automatically create and fill the document.
  5. Review the populated information.

Cancelling Commercial Invoices

To cancel commercial invoices:
  1. Go to Sales > Commercial invoices.
  2. Open the required document.
  3. Select the Canceled checkbox.
The commercial invoice will be marked as cancelled but still be kept in the system.

Sending Commercial Invoices to Customers

  1. Go to Sales > Commercial invoices.
  2. Select a line and click Print commands > Commercial invoice.
  3. Review the information on the print form.
  4. Click Send by email at the top of the window, select the customer's email, and send the advance payment request.