Sales Invoices with Bypassing Shipment

You may need to create a Sales Invoice for inventory items to be sent to a customer without generating a Sales Order, Warehouse Shipment, or other shipping documents (e.g., when using a 3PL for B2C order fulfillment). GoldFinch offers a feature that allows you to bypass the shipment process.

Setup

To enable this feature, check the Enable Bypass Shipment option on the Company Setup page.

Processing a Sales Invoice

• Create the Sales Invoice:

  • When creating a new Sales Invoice, select the Bypass Shipment checkbox. This indicates that the Sales Invoice includes inventory items to be deducted from inventory without requiring a Warehouse Shipment.

• Fill in the Sales Invoice Details:

  • Provide all other necessary details for the Sales Invoice.

Lot-Tracked Items:

If the items are lot-tracked, use one of the following options:

• Click Enter Invoice Lots to specify lots for all lot-tracked items.

• Alternatively, click Enter Lots on each Sales Invoice line to individually assign lot numbers.

Result of Posting

When you post the Sales Invoice, the following entries are created:

• Item Ledger Entries

• Cost Entries

• Warehouse Entries

• General Ledger Entries

Note
A Warehouse Shipment will not be generated.

Article Sales-Invoices-with-Bypassing-Shipment  ·  Last updated September 29, 2025 · GoldFinch ERP Help Center