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.

To create an invoice based on a previously created document:

  1. Access the sales document list for the chosen document.

     Sales > Sales quotes
     Sales > Sales orders
     Sales > Sales delivery notes

  2. Edit the document (  ).
  3. Generate the invoice via the button in the lower right hand side or choose this option from the list (    ) next to it.
  4. 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 you can record it in your sales invoice journal (Post) at a later time.

To generate a draft invoice:

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

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

 Sales >Sales invoices

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 an Unposted invoice:

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

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

 Sales > Sales invoices

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:

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

An invoice with status Posted is created in the invoices list and the corresponding entry is recorded in the chosen journal.

 Sales >Sales invoices

You can generate a credit note from this invoice.


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