Create and Post Sales Invoices

A Sales Invoice provides customers with payment details for their purchases after a Sales Order is shipped.

How to Create a Sales Invoice

• Initiate the Invoice Creation:

  • Click on the Create Invoice button from the Warehouse Shipment. Alternatively, you can start from the Sales Order.

• Note on Pricing:

  • Unit prices will automatically copy from the original Sales Order, regardless of any changes in the Sales Prices table.

• EDI Sales Orders:

  • For EDI Sales Orders, Sales Invoices must be created from Warehouse Shipments.

• Editing the Invoice:

  • An unposted Sales Invoice will be generated with data from the Warehouse Shipment header. You can add additional charges by clicking Edit and adding a new service item line.

• Posting to GL Accounts:

  • If you prefer to post directly to GL Accounts, refer to Post to GL Accounts Directly on Purchase Invoices or Sales Invoices this guide.

Completing the Sales Invoice

• Enter Invoice Details:

  • Set the Posting Date for the invoice.

  • To use the same date for both the Posting Date and Invoice Date, check the Use Posting Date for Invoice Date box.

  • This setting can be applied by default via Company Setup under Use Posting Date for Sales Invoice Date.

• Post the Invoice:

  • The Posting Date determines the GL posting date, while the Invoice Date affects AR aging.

  • If the invoice is posted before, and you unpost it to correct a mistake,

Emailing the Sales Invoice

For instructions on emailing the Sales Invoice, refer to this guide.

Unposting the Sales Invoice

If you make a mistake, you can unpost the sales invoice as long as it has not been paid. The unpost routine will reverse all ledger entries using the original posting date.

Voiding the Sales Invoice

If you do not want to affect previous accounting periods when correcting an invoice, you can void it instead. Voiding an invoice creates a new reversing invoice with today’s date.

Please note that voiding does not work if there are inventory items on the original invoice.

Additional Information

• Process of Creating an Invoice for Service Items
• Fixing Sales Invoices with Posting Issues

Article Create-and-Post-Sales-Invoices  ·  Last updated May 13, 2026 · GoldFinch ERP Help Center