Create Sales Invoice

You can use the rates manager in the finance module to create sales Invoices. 

You can only create sales invoices from revenue transaction. 

If you select costs, you will not be able to proceed. 

Create Sales Invoice

To create an invoice: 

1. Select the rates you want to invoice 
   
2. Click the [ ACTION ] menu at the top of the screen 
   
3. Select the [ CREATE SALES INVOICE ] option 
   

The invoice(s) will be created and the selected rates will be removed from the table. 

You can select rates from more than one consignment and more than one customer

For each consignment linked to the selected rates, a new sales invoice will be created with all of the selected rates for the consignment. 

The new sales invoices will behave the same as if you had created them through the consignment module. 

Bulk Invoicing Add-On

When you create invoices for multiple consignments and you have the bulk invoicing add-on enabled, an invoice is created for each customer instead of each consignment. 

This allows you to manually create bulk invoices on the fly rather than using the billing schedule. 

• Related Articles

• Bulk Invoicing

  Bulk invoicing requires the BULK INVOICING addon Bulk invoicing allows you to group charges from multiple consignments linked to a single sales account, into a single invoice. When then bulk invoicing is scheduled to run, any revenue in the Actual ...

• Bulk Invoicing Add-On

  This allows for the billing of multiple consignments on a single invoice for a customer. Invoices are created when all of the following are fulfilled: A consignment has revenue attached in the Actual state The consignment is Ready For Billing The ...

• 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 ...

• Setting Bulk Invoice at Billing Account Level

  How scheduling works If you select Weekly on Monday, the system will automatically create invoices that include: Consignment with the status Ready for Billing Revenue in the Actual state It generates the bulk invoice at 06:00 on the scheduled day. ...

• Rates Tab

  The rates tab is how the finance for the Consignment is managed. Summary The summary tab gives you an overview of the Consignment’s finances. Credit Limit This panel show the credit information from the finance account that the consignment is linked ...