Creating a Single Sales Invoice from an Opportunity

You can create a sales invoice using the details specified on an opportunity when its Stage is "Closed Won".

If the opportunity Information on a specific sale or pending deal that you want to track. Opportunity is a standard Salesforce object. includes any products with associated schedules, you may be able to create 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.. See Creating a Recurring Invoice from an Opportunity for more information.

If an opportunity does not include any products with associated schedules, you can use it to create a sales invoice from an opportunity in one of the following ways:

From the Opportunities tab

To create a sales invoice from the Opportunities tab:

1. Click the Opportunities tab to display the opportunities home page.
2. Locate and retrieve the relevant opportunity details. Click the lookup icon to search for the appropriate opportunity.
3. Click Create Invoice. A confirmation page is displayed where you can optionally override invoice details.
4. [Optional] You can edit the Invoice Date which defaults to today, the Due Date which is calculated from the invoice date plus the account's credit terms, and Period which defaults to the year/period of the invoice date (within the context of your current company).
5. [Optional] You can override the exchange rates that will be used on the sales invoice for document to home, and home to dual currencies by entering alternative rates in the Invoice Rate and Dual Rate fields. If the opportunity currency is the same as home or dual, you cannot override the corresponding exchange rate. The rates applicable on the invoice date are displayed for information purposes. If you do not enter overriding rates, the current rates at the time of posting are applied.
6. Click Create Invoice to proceed. If successful, a new invoice is created using the selected opportunity details. The invoice number is displayed on the resulting detail page.
7. [Optional] If an error has occurred, make a note of the error message and click Go Back to return to the opportunity.
8. [Optional] Click Classic Edit to switch to Classic Edition The view of the application that you see when you first install the base managed package..
9. [Optional] Click Edit to make changes to the invoice such as amending the due date, analyzing the account, adding or removing lines and so on. See Editing Sales Invoices for more information.
10. [Optional] Set up a payment schedule Used to create a single invoice that has multiple values that are due for payment on different dates.. See Defining Payment Schedules for more information.
11. [Optional] Set up an income schedule Used to spread the income (revenue) from a sales invoice across a range of accounting periods..
12. When you are finished, click Save to save the invoice.
13. Click Post to post the invoice. In Classic Edition The view of the application that you see when you first install the base managed package., the Save & Post button first saves the document then posts it in the same way as if you had clicked the Save and Post buttons separately.

See the list of related topics for more information.

From the Invoices tab

This option is only available in Classic Edition The view of the application that you see when you first install the base managed package..

To create a sales invoice from the Sales Invoices tab, using an existing opportunity:

1. Click the Sales Invoices tab to display the sales invoices home page.
2. Click New to open the new sales invoice page.
3. Click Convert next to the Opportunity field. The Opportunity Convert page is displayed.
4. Use the lookup icon to search for the relevant opportunity.
5. Select the opportunity you want to use, then click Convert. A confirmation page is displayed where you can optionally override invoice details.
6. [Optional] You can edit the Invoice Date which defaults to today, the Due Date which is calculated from the invoice date plus the account's credit terms, and Period which defaults to the year/period of the invoice date (within the context of your document company).
7. [Optional] You can override the exchange rates that will be used on the sales invoice for document to home, and home to dual currencies by entering alternative rates in the Invoice Rate and Dual Rate fields. If the opportunity currency is the same as home or dual, you cannot override the corresponding exchange rate. The rates applicable on the invoice date are displayed for information purposes. If you do not enter overriding rates, the current rates at the time of posting are applied.
8. Click Create Invoice to proceed. This creates a new sales invoice using the selected opportunity details. The invoice number is displayed on the resulting detail page.
9. [Optional] Click Edit to make changes to the invoice such as amending the due date, analyzing the account, adding or removing lines and so on. See Editing Sales Invoices for more information.
10. If you want to analyze the selected account or products, click the expander icon to show an expander panel. When you have provided all the analysis dimensions Custom objects that allow you to analyze the activity in your business in additional ways, such as by cost center, project, employee, or any other business entity important to you., click the icon again to hide the panel.
11. [Optional] Set up a payment schedule Used to create a single invoice that has multiple values that are due for payment on different dates.. See Defining Payment Schedules for more information.
12. [Optional] Set up an income schedule Used to spread the income (revenue) from a sales invoice across a range of accounting periods..
13. When you are finished, click Save to save the invoice or Cancel to abort.
14. Click Post to post the invoice or Discard to discard it. In Classic Edition The view of the application that you see when you first install the base managed package., the Save & Post button first saves the document then posts it in the same way as if you had clicked the Save and Post buttons separately.

Notes

• The sales invoice created by the conversion inherits the currency recorded on the opportunity, if this is an accounting currency. If the opportunity currency is not an accounting currency, you must add it to the list of selected currencies first.
• If you are creating a sales invoice from an opportunity, make sure that the products on the opportunity that you want to convert do not have income schedules attached. If you want to attach an income schedule, you must do this on the sales invoice line item after conversion.
• If you want to create a sales invoice from an opportunity, but don't want to use the default general ledger accounts held on the opportunity products, your administrator can give you the ability to override the product GLA on the opportunity before conversion.