Send one invoice to AutoInvoice

As of 1 July 2022, new branches need to verify their company in the AutoInvoice settings (CS10250S) window to be able to use AutoInvoice. See also: About Know your customer (KYC).

Prepare to use AutoInvoice for an existing customer

  1. Create an invoice and release it.
    is displayed, and the status changes to Open.

  2. Click Actions, and select Send to AutoInvoice.
    is displayed, and the invoice is sent to AutoInvoice.

Attachments that you add on the Attachments tab will be automatically sent to AutoInvoice if you have selected option Automatically mark file attachments to be sent to AutoInvoice in the AutoInvoice settings window for the active branch.

For more information about the statuses of the invoices you have sent to AutoInvoice, see: Poll the invoice status.

Related tasks

Create and release an invoice

Process statements manually via the AutoPay inbox

Email an invoice or a credit note

Print an invoice

Related windows

Sales invoices (AR301000)

Related reports

Customer documents (detailed) (AR622000)

Unreleased transactions (detailed) (AR610500)

Unreleased transactions (AR611000)

Invoice/note (AR641000)

Related concepts

About types of customer ledger documents

About sales VAT on sales orders and invoices