Create and release an invoice

1. Go to the Sales invoices (AR301000) window.

2. If necessary, click to add a new document.
   In the Type field, Invoice is always the default choice.
3. In the Customer field, select the customer.
   Most fields are filled in with the information on the specific customer.
4. Enter the general invoice information in the upper part of the window. The fields marked with * are mandatory.
   
5. On the Document details tab, add the invoice lines.
   
   1. Click to add a new invoice line.
   2. Optional: Enter the Item ID.
   3. Enter any relevant information for each line. For example: Quantity, amount, discount, account and sub-account.
      Some fields are filled in automatically.
      

If you are using AutoInvoice to send invoices, the Transactions description is mandatory.

6. Continue with the other tabs and enter the relevant information.
   
7. Click .
8. Optional: Select Reports - Preview invoice/note to preview the invoice.
9. Click Release.
   Once the invoice is released, the status changes to Open and is displayed.
10. Optional: If the Print invoices check box is selected in the Customers (AR303000) window, click Reports - Print invoice/note to print the invoice.
    See: Print an invoice

What is next?

Once the invoice is released, you send it to the customer.

How the invoice is sent depends on the customer's Print and e-mail settings, if the options Send invoices by email or Send invoices to AutoInvoice are selected.

See: Set up e-mail invoices for one customer and Send one invoice to AutoInvoice.

You can release and post a batch of invoices / credit notes from the Release customer documents (AR501000) window, and you can also send a batch from the Print invoice window.

See: Release customer documents and Send several invoices or credit notes to AutoInvoice.