Cloudy Revenue Inventory Knowledge Base

Invoice Creation Steps

Step 1: Navigate to Order

Open the required Sales Order record.

Step 2: Create Invoice

Click the Create Invoice button available on the Order page.

Step 3: Review and Update Invoice Information

Review the pre-populated Invoice, Address Information, and Invoice Lines sections. Update or provide the required details as needed:

• Account (Automatically populated from the Sales Order)
• Contact
• Payment Terms
• Invoice Date
• Billing Address (Automatically populated from the Sales Order)
• Shipping Address (Automatically populated from the Sales Order)
• Quantity
• Unit Price
• Tax (%) (if applicable)
• Discount (if applicable)

Verify that the Sub Total and Net Total are calculated correctly before saving.

Step 4: Save the Invoice

Click Save to create the Invoice.

Best Practices

• Verify customer Account and Contact details before creating the Invoice.
• Select the correct Legal Entity for accurate financial reporting.
• Configure appropriate Payment Terms based on customer agreements.
• Enable Split Payments only when multiple payment schedules are required.
• Review invoice totals, discounts, and tax calculations before issuing the Invoice.
• Use the appropriate Payment Gateway to generate secure payment links.
• Keep invoice statuses updated to reflect the current payment lifecycle.
• Use External Invoice ID when synchronizing with external accounting or ERP systems.