Creating Sales Invoices

Sales invoices can be created from scratch, by using the details specified on an opportunity Information on a specific sale or pending deal that you want to track. Opportunity is a standard Salesforce object., by duplicating an existing sales invoice, or from a billing document. You can create one sales invoice at a time, or a series of invoices by creating a recurring invoice A special type of sales invoice that you enter only once but that causes several similar sales invoices to be generated automatically. Recurring invoices are typically used to request payment for regular bills, such as an annual maintenance agreement invoiced monthly. Alternatively you can use them to create invoices for scheduled monthly deliveries of products..

Note:

• If custom input forms have been enabled in your organization, how you create, edit and view documents might differ from what is described in the Accounting Help. Contact your administrator for assistance.
• [Lightning Experience Only]
  • Single-company mode: When you have one current company selected, you do not need to specify a company when creating a sales invoice for the currently selected company.
  • Multi-company mode: When you have more than one current company selected, you can create a sales invoice for any of the currently selected companies. You do not need to change the current company.
    
    Administrators can create sales invoices for any of their user companies, regardless of their current company selection.
    
    You must always specify a company when creating a sales invoice in multi-company mode. For more information, see What is Multi-company Mode?.

Converting from an Existing Opportunity

Sales invoices can be created using the information stored in an opportunity with Stage set to "Closed Won".

See Creating a Single Sales Invoice from an Opportunity and Creating a Recurring Invoice from an Opportunity for more information.

If you want to quickly convert multiple opportunities to sales invoices, see Creating Sales Invoices from Multiple Opportunities. A single sales invoice will be created from each selected opportunity. Note that recurring invoices cannot be created in this way.

Create from Scratch

If you want to create a sales invoice without using the information stored in an opportunity, you can enter all the details from scratch.

See Creating a Single Sales Invoice from Scratch and Creating a Recurring Invoice from Scratch  for more information.

Creating from a Billing Document

If the Billing Document to Sales Invoice or Credit Note integration is enabled in your org, you can also create a sales invoice from a billing document.

See Billing Document to Sales Invoice or Credit Note Integration and Creating Sales Invoices from Billing Documents for more information.

Creating from a Billing Event

If Services Resource Planning (SRP) is installed in your org, you can also create a sales invoice from a billing event in PSA. See Billing Events to Sales Invoices or Credit Notes Integration for more information.

Creating a Sales Invoice by Duplicating an Existing Sales Invoice

You can also create a sales invoice by duplicating an existing sales invoice.

See Duplicating Sales Invoices for more information.

Payment Schedules

A sales invoice can be paid in installments. You can do this by setting up a payment schedule Used to create a single invoice that has multiple values that are due for payment on different dates.. You cannot set up a payment schedule on a recurring invoice in Classic Edition The view of the application that you see when you first install the base managed package.. Payment schedules are not supported on custom input forms so use Classic Edition or Extended Edition for sales invoices if you need to set up payment schedules.

See Defining Payment Schedules for more information.

Income Schedules

A single sales invoice can be associated with a one or more income schedules. You cannot set up an income schedule Used to spread the income (revenue) from a sales invoice across a range of accounting periods. on a recurring invoice A special type of sales invoice that you enter only once but that causes several similar sales invoices to be generated automatically. Recurring invoices are typically used to request payment for regular bills, such as an annual maintenance agreement invoiced monthly. Alternatively you can use them to create invoices for scheduled monthly deliveries of products. in Classic Edition The view of the application that you see when you first install the base managed package.. Income schedules are not supported on custom input forms so use Classic Edition or Extended Edition for sales invoices if you need to set up income schedules.

See Defining Income Schedules for more information.

Intercompany Sales Invoices

You can send a sales invoice from one company in your organization to another.

See About Intercompany Sales, Creating and Posting an Intercompany Sales Invoice and About Intercompany Accounts for more information.