Billing or Invoicing a Sales Order

Billing a sales order creates a record of debt owed to you by your customer for a sale. When you bill a sales order, your accounts receivable ledger increases by the amount of the bill.

Usually, customers are billed for a sale when the items on the order are shipped. When you ship the items, you bill the customer. The process you use to bill customers depends on if you use the Advanced Shipping feature:

Without Advanced Shipping, you use a single transaction to fulfill and bill sales orders at the same time. Fulfilling a sales order automatically creates a bill based on the fulfillment. You can partially fulfill a sales order and any items fulfilled will also be billed.
With Advanced Shipping, you use separate transactions to fulfill and bill sales orders. First, you fulfill the sales order to indicate the items are being shipped. Next, you create a bill for the shipped items. Even if you ship only part of an order, you can create an invoice or cash sale for the entire order.

To bill orders, fulfill part or all of a sales order, and then create an invoice or cash sale for the shipped items and rendered services. You can choose to bill a single sales order or multiple sales orders.

You cannot include a partially processed sales order when bulk billing orders. Partially processed sales orders must be billed individually.

Note:

You cannot fulfill or bill sales orders with the status Pending Approval. If you need to make changes to an order that is pending approval, you can remove line items.

Lines from both a vendor bill and any associated bill credit appear on the Billable Items list located on the Items subtab.

To convert a sales order to an invoice or cash sale, go to Transactions > Sales > Bill Sales Orders.

If you ship only part of an order, you can later ship and create an invoice or cash sale for the rest of the order.

After you have billed a sales order, you can view the Items subtab of the order and the Invoiced column shows the quantity of each item that has been billed.

To enable Advanced Shipping, go to Setup > Company > Setup Tasks > Enable Features > Transactions > Transactions (Administrator). Check the Advanced Shipping box, and click Save.

To turn off Advanced Shipping, go to Setup > Company > Setup Tasks > Enable Features > Transactions > Transactions (Administrator). Clear the Advanced Shipping box, and click Save.

Note:

After you enable Advanced Shipping, you cannot turn it off unless all fulfilled sales orders are billed.

You may also choose to use the Advanced Shipping feature with the Advanced Billing feature. For more information, read Advanced Billing and Advanced Shipping.

Related Topics