How To Create A Sales Invoice

Note

The system protects against creating duplicate Contract or Continuation Sales Invoices. Sales Invoices for Artwork, however, can be created as many times as needed.

How to open the Sales Invoice creation wizard

Warning

In certain circumstances ERPNext will not load the newly generated Sales Invoice. That is not an indication the Sales Invoice was not Generated.

Open the relevant Dividers Contract.
Select the "Create" button at the top of the page.
Select "Sales Invoice".
Select the Sales Invoice Type and fill in any required fields.
Select "Create" to generate the Sales Invoice.

The Sales Invoice Creation Wizard

Sales Invoice Type
:   Select the type of Sales Invoice.

    Artwork
    :   (default) An Invoice to bill a Customer for artwork.

        Quantity
        :   Enter the quantity of artwork that will appear on the Sales Invoice.

        Unit Price
        :   Enter the price per unit of artwork.

    Contract
    :   Create an invoice for the non-continuation portion of a Dividers Contract.

    Continuation
    :   Create an invoice for a specific continuation period.

        For Continuation Cycle
        :   (does not appear for contracts based on months) Enter the continuation cycle the Sales Invoice will be for.

        For Continuation Start Date
        :   (autofills when selecting a continuation cycle) Select the start date of the continuation period.

How To Regenerate a Contract Sales Invoice After Reservation Changes

After you adjust contract reservations, the Contract Sales Invoice may no longer match the stores on the reservation list.

On the Dividers Contract Reservation Adjustment form, when Adjustment Status is Balanced and nothing is Pending or in Error:

Regenerate Sales Invoice

Available when a submitted Contract-type Sales Invoice already exists for the contract.

Regenerating cancels the old invoice (it is not amended — you will see a new invoice name), builds a new Contract invoice from the current contract, and re-attaches the same Payment Entry / Journal Entry allocations.

Generate Sales Invoice

Available when there is no live Contract-type Sales Invoice. Same result as Create → Sales Invoice on the contract.

View Unsubmitted Sales Invoice

Available when a draft Contract-type invoice exists. Opens the draft Sales Invoice so you can personally manage it.

Only Contract-type invoices are targeted, not Artwork or Continuation invoices.

Note

When to regenerate (deposits, paid-in-full, tax) is a billing decision, not something the form enforces.