Set invoicing preferences

Use Invoice creation in Invoicing settings to choose when invoice creation is allowed. Open Menu > Receivables > Settings.

Before you begin

You need permission to update Receivables settings. Before changing invoice generation, confirm whether the company should invoice sales orders after fulfillment or as soon as an order is placed.

To set when invoice creation is allowed

1. Open Menu > Receivables > Settings.
2. Select Invoicing.
3. Under Invoice creation, for When should invoice creation be allowed?, select After order is fulfilled or As soon as a customer places an order.
4. Select Apply.

Changing this preference updates unfulfilled sales order lines. Some lines can remain in processing temporarily. When you generate invoices as soon as an order is placed, the invoice uses the shipping estimate from the sales order instead of the shipping cost from item fulfillment.

To configure invoice approval, open Menu > Administration > QuickStart settings > Approvals. See Approvals.