Automatically Send Sales Invoices and Sales Credit Notes as Electronic Invoices
Before proceeding with automatic sending of sales invoices and sales credit notes as electronic invoices, ensure your administrator has configured these Accounting custom settings and Account Extension setting for your org:
Custom Settings
- Earliest Date to Auto Send E-Invoices
- Queue SIN/SCR to Auto Send as E-Invoices
- E-Invoice automatically send batch size
Account Extension setting
Do Not Automatically Send E-Invoices
For more information see, Account Extension Fields.
You can automatically send sales invoices and sales credit notes as electronic invoices by scheduling the Electronic Invoicing Auto Send Job. For more information about Scheduled Jobs, see Scheduled Jobs.
When the job is finished, only the eligible sales invoices and sales credit notes with Invoice status as "Complete" and E-Invoice Delivery Status as blank are queued for automatic sending. You can check the queue status of the sales invoices and sales credit notes on the Sales Invoice and Sales Credit Note's Lightning pages. The queued sales invoices and sales credit notes that were queued will display E-Invoice delivery status as "Queued".