Generating a sales invoice based on a previously created document

Sage Active simplifies sales operations by enabling seamless progression from one sales document to another. You can freely advance a transaction through the stages of quote, order, delivery note and invoice.

Post invoice screen

The steps in this article describe how you can create an invoice and choose the Journal and Description through the Post invoice screen.

To avoid seeing this screen and use the default values configured in the Sales and purchases settings, you can toggle the Always ask switch to OFF in this screen. The Sales and purchases settings allow you to turn it back to ON at any time.

To create an invoice based on a previously created document:

Access the sales documents list for the chosen document.
Edit the document ( ).
Generate the invoice via the button in the lower right hand side or choose this option from the list ( ) next to it.
Fill out the information in the side panel to correspond to the invoice that you need to create.
The three possible invoice options are described below.

You will be automatically billed if you add more invoices than planned in the subscription.

Generating a draft invoice

You can still modify a Draft invoice and record it in your sales invoice journal (Post) at a later time.

To generate a draft invoice:

Switch Generate draft invoice to ON.
Generate the invoice (Confirm).

An invoice with the status Draft is created in your invoices list.

Generating a ready to post invoice

You can generate an invoice that is ready to post. This sets the status of the invoice directly to Unposted and skips the Draft invoice status. You cannot modify an invoice that is Unposted but you can record it in your sales invoice journal at a later time.

To generate a ready to post invoice, the Post invoice screen must appear.

To generate an Unposted invoice:

Switch Generate draft invoice to OFF.
Generate the invoice (Confirm).
The Post invoice screen appears.
Cancel the post.

An invoice with status Unposted is created in your invoices list.

You can generate a credit note from this invoice.

Generating a posted invoice

A posted invoice will automatically record a corresponding entry in your sales invoice journal. You can no longer modify or delete a Posted invoice.

To generate a posted invoice:

Switch Generate draft invoice to OFF.
Generate the invoice (Confirm).
The Post invoice screen appears.
Choose the Journal to record your entry in.
Add a Description if necessary.
Post the invoice.

An invoice with the status Awaiting payment is created in your list of invoices and the corresponding journal entry is recorded in the chosen journal.

You can generate a credit note from this invoice.