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Manually Creating Invoices

Info

Generally, invoices are supposed to be created with an invoice run on a regular basis.

You can, however, manually

Manually Generating an Individual Invoice

Manually creating an individual invoice requires the following parameters to be set:

Parameter Description
Account Specifies the account to which the invoice will be related
Template Specifies the invoice template used to render PDF copies of the invoice

The contact details are optional.

To generate an individual invoice:

  1. Open the Invoices tab.
  2. Click New.
  3. Specify the details as required.
    Mandatory parameters include the account and the template.
  4. Click Create.
    ▶ This generates the draft invoice.
  5. Add invoice line items as required.
    For details, see Adding Invoice Line Items.

Note

You cannot create an individual invoice while an invoice run is in progress.

Next steps:

Editing Invoices
Finalizing Invoices
Canceling Invoices

Creating Invoice From an Individual Subscription

Creating invoices from subscriptions requires the following parameters to be set:

Parameter Description
Period Start Used to determine valid items or transactions (invoicing period start date)
Period End Used to determine valid items or transactions (invoicing period end date)
Invoice Date Specifies the invoice date, defaults to the current date if left blank
Filter Specifies the filter(s) to be applied

In addition to the parameters, there is a list of the active subscription items.

To generate an invoice from a subscription:

  1. Open the subscription for which you want to create an invoice.
  2. Click New Invoice.
  3. Set the period start, period end and invoice date as required.
  4. Select the subscription items to be included in the invoice.
  5. Click Continue.
    ▶ This generates the draft invoice.

Note

This creates an invoice without considering the status and the validity period of the subscription.

Info

You cannot create an invoice from a subscription while an invoice run is in progress.

Next steps:

Editing Invoices
Finalizing Invoices
Canceling Invoices

Creating Invoice From an Individual Opportunity

Note

Make sure that opportunity billing is enabled and the button New Invoice is available. For details, see Enabling Opportunity Billing.

Creating invoices from opportunities requires the following parameters to be set:

Parameter Description
Period Start Used to determine valid items or transactions (invoicing period start date)
Period End Used to determine valid items or transactions (invoicing period end date)
Invoice Date Specifies the invoice date, defaults to current date if left blank
Account Specifies the account (if the opportunity is not assigned to an account)

In addition to the parameters, there is a list of the opportunity products that match the following criteria:

  • the product is not invoiced or associated to a draft invoice
  • the service period is empty or the service period is between the specified start date and end date

Opportunity products that have been invoiced already are summarized in a separate list, which is is collapsed by default. Note that invoicing these products again may produce erroneous invoices and account balances.

To generate an invoice from an opportunity:

  1. Navigate to the opportunity for which you want to create an invoice.
  2. Click New Invoice.
  3. Set the period start, period end and invoice date as required.
  4. Select the opportunity products to be included in the invoice.
  5. Click Continue.
    ▶ This generates the draft invoice.

Info

In addition to manually creating an invoice from an individual opportunity, you can execute an opportunity invoice run to process multiple opportunities at once.

Note

You cannot create an invoice from an opportunity while an invoice run is in progress.

Next steps:

Editing Invoices
Finalizing Invoices
Canceling Invoices

Creating Invoice From Individual Object

Note

Make sure that the generic invoice run is enabled, and that the button to invoke the invoice creation from the source object is available. For details, see Billing Arbitrary Objects.

To generate an invoice from an accordingly configured object:

  1. Navigate to the object record for which you want to create an invoice.
  2. Click New Invoice.
  3. Select the custom invoice run filter.
  4. Click Continue.
    ▶ This generates the draft invoice, including all relevant data available from the source object and via the related account.

Next steps:

Editing Invoices
Finalizing Invoices
Canceling Invoices