Invoice Creation
Invoices can be automatically generated from either Quotes or Sales Orders, depending on the default field mapping configuration set under the Legal Entity.
- From Quote, click the Create Invoice button. To learn how to create an Invoice from a Quote in the system, see the From Quote section below.
- From Sales Order, click the Create Invoice button to generate the Invoice . To learn how to create an Invoice from the Sales Order in the system, see the From Sales Order section below.
This ensures data consistency across the sales-to-invoice process.
Default Settings : Quote Line To Invoice Line
| Quote Line | Invoice Line |
| Item | Item |
| Unit Price | Unit Price |
| Quantity | Quantity |
| Item Variant | Item Variant |
| Sort Order | Sort Order |
| Record Id | Quote Line Item |
| Tax Rate | Tax Rate |
| Tax % | Tax % |
| List Price | List Price |
| Customer Discount % | Customer Discount % |
| Customer Discount Amount | Customer Discount Amount |
| Customer Discount Type | Customer Discount Type |
| Trade Discount% | Trade Discount% |
Default Settings : Sales Order Line To Invoice Line
| Sales Order Line | Invoice Line |
| Unit Price | Unit Price |
| Quantity Ordered | Quantity |
| Item | Item |
| Item Variant | Item Variant |
| Sort Order | Sort Order |
| Record Id | Sales Order Line Item |
| Tax Rate | Tax Rate |
| Tax % | Tax % |
| List Price | List Price |
| Customer Discount % | Customer Discount % |
| Customer Discount Amount | Customer Discount Amount |
| Customer Discount Type | Customer Discount Type |
SEE ALSO :
_____👉 From Quote
_____👉 From Sales Order