Create a Sales Invoice

This guide explains how to create and issue a sales invoice from a consignment in CocoonOPS.

Before creating a sales invoice, make sure you have added both the costs and revenue to the consignment on the rates tab.

Creating Invoices

 Only users with the Finance, Finance Manager or System Admin role are able to create invoices

When you are ready to raise the invoice, go to the Revenue section within the Rates tab. 

To do this:

• Check the checkboxes next to the rates that you want to include on the invoice (or use the box at the top of the column to select all)
• Click the [ ACTION ] menu at the top of the tab
• Select the [ CREATE INVOICE ] button

All of the selected revenue is then attached to the invoice, the sales invoice document is created and attached to the consignment and you will be taken to the invoice preview in the finance module.

The customer information for the invoice is taken from the billing address and billing contact in the address book

If billing information is missing from the address book, the customer information from the consignment will be used.

Automatically Issuing Sales Invoices 

CocoonOPS can automatically send invoices to your customers by setting the invoice status to approved. 

To do this: 

1. Locate the invoice in the finance module 
   
2. Click the [ CHANGE STATUS ] button at the top of the invoice preview 
   
3. Select the [ APPROVED ] option 
   

Approved invoices are sent automatically every hour.

Once sent the invoice will be marked as issued. 

You can also issue the invoices manually and mark the invoice status to issued. 

Creating Credit Notes

Credit notes are treated as invoices in the system.

They are created the same way a sales invoice is created.

When you create a sales invoice, if the total value of the invoice has a negative value, a credit note is created instead of a sales invoice.

Exporting Rates

You can export both cost and revenue rates to a spreadsheet file.

You can do this by clicking on the  [ EXPORT RATES ] button.

This will export all rates attached to the consignment.

 This is only available when you have rates that are finalised in the ACTUAL state

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