How to Create Customer Invoices in Acumatica | AR Invoicing Methods Part 1

Описание: 📚 Chapters:
0:00 Introduction to Customer Invoicing
0:04 Welcome to Stellar One Educational Series
0:36 One-to-One Invoice Approach
0:53 Understanding Completed Sales Order Status
1:09 Preparing Invoice from Shipment
1:43 Using the Prepare Invoice Button
1:55 Reviewing Invoice Details
3:49 Creating Invoices from Invoice Screen
4:00 Viewing Invoice List
4:16 Adding Multiple Orders to Single Invoice
5:03 Using Add Order Function
5:18 Releasing Multi-Order Invoice

Learn multiple ways to create customer invoices in Acumatica! Part 1 of our AR Invoicing series covers the 1-to-1 approach for single sales orders and how to combine multiple sales orders into one invoice for efficient billing.

🔍 In This Video:
Discover different invoicing methods in Acumatica, from preparing invoices directly from sales orders and shipments to using the Add Order function for multi-order invoicing. Master the complete invoice creation workflow with Stellar One's educational series.

💡 Key Concepts Covered:
Invoice Creation Methods:
Method 1: From Sales Order (1-to-1)

Sales order must be fully shipped
Status marked as "Completed"
Green "Prepare Invoice" button visible
Direct invoice creation
One order, one invoice approach

Method 2: From Shipment

Shipment status must be "Confirmed"
Warehouse confirms shipment out the door
Same "Prepare Invoice" button
Reaches same destination as Method 1
Alternative entry point

Method 3: From Invoice Screen (Multi-Order)

Click + to create new invoice
Select customer first
Use "Add Order" button
Cherry-pick multiple completed orders
Combine into single invoice
Efficient bulk billing

Green Button Functionality:

Indicates next logical step
Appears on both sales orders and shipments
"Prepare Invoice" action
Automatic workflow progression
Consistent across screens

Invoice Document Statuses:
Balanced Status:

Document created but not posted
Allows modifications and changes
Can go back if needed
Not yet in general ledger
Fields remain editable

Open Status:

Posted to general ledger
Cannot make changes
Fields become grayed out
Invoice now active in system
Awaiting customer payment

Invoice Header Configuration:

Review and update terms
Modify invoice date if needed
Adjust payment terms
Configure cash discounts
Early payment discount settings
Cash discount calculation (if terms set up)

Add Order Function:

Lists all completed sales orders
Shows fully shipped orders ready for invoicing
Cherry-pick specific orders
Select all option available
Combine multiple orders efficiently
Customer-specific filtering

🎯 Complete Workflows:
Workflow 1: Single Order Invoice

Locate completed sales order (Completed status)
Click green "Prepare Invoice" button
System opens invoice screen
Review invoice details and terms
Update date/terms if needed
Configure cash discounts
Release invoice or save as Balanced
Invoice posts to GL (if released)

Workflow 2: Invoice from Shipment

Open confirmed shipment document
Verify status = Confirmed
Click green "Prepare Invoice" button
Review invoice details
Make necessary adjustments
Release to post to ledger

Workflow 3: Multi-Order Invoice

Navigate to Sales Orders workspace
Click Invoices
Click + to create new invoice
Select customer (e.g., "MRO")
Click "Add Order" button
Review list of completed orders
Select orders to include (cherry-pick or all)
Click "Add and Close"
Review combined invoice
Release document

Document Requirements:
For Invoice Preparation:
✅ Sales order must be fully shipped (Completed status)
✅ Shipment must be confirmed (Confirmed status)
✅ Customer information properly set up
✅ Payment terms configured
✅ All quantities verified
🔐 Status Progression:

Sales Order: On Hold → Open → Completed
Shipment: On Hold → Confirmed
Invoice: Balanced → Open (Released)

⚠️ Important Notes:

Green button = next logical step in process
Both sales order and shipment routes lead to same invoice screen
Balanced invoices can be modified
Released/Open invoices cannot be changed
Fields gray out after release
Cash discounts calculate based on terms setup
Multiple orders can share one invoice
Customer must match across combined orders

💡 Pro Tips:

Use shipment route when working in warehouse workflow
Use sales order route when working in sales workflow
Combine orders for customers with multiple shipments
Save as Balanced for approval workflows
Review all details before releasing
Use Add Order function to see all available orders
Filter by customer for easier selection
Release promptly for timely AR posting

Essential training for AR teams, billing departments, and anyone responsible for customer invoicing in Acumatica!

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