Invoice

To create an invoice for the products already shipped to a customer:

Do one of the following:
- To generate a sales invoice based on a source document (such as a sales order or a goods issue), select or open the source document. Then, click Generate > Sales invoice.
- To generate a single sales invoice based on multiple source documents, select them while holding down Shift or Ctrl. Then click Generate > Sales invoice.
- To create a sales invoice from scratch, go to Sales and under Sales, click Sales invoices. Then, in the Sales invoices list, click Create.
Specify general details:
- Select Customer.
- Set Invoice type to Invoice.
- Fill in other fields as necessary.
Specify the products to invoice:
- To populate products automatically from a source document, go to general details and do one of the following:
  - In the Base document field, specify a source document and click next to it.
  - In the Order field, specify an order and click next to it.
    Products are populated from the specified document to the sales invoice.
- To fill in products directly, go to the Products tab and do one of the following:
  - To import product list from a spreadsheet file, click and follow the data import wizard instructions.
  - To select products from the Products catalog, click Select > Goods. For details, see Product selection in business documents.
  - To select products ordered but not yet shipped, or shipped but not yet invoiced, by the company to the specified customer, click Select > Ordered goods.
  - To add products manually, click Add and fill in product details.
  - To find products by barcode, click .
  - To quickly copy products, select one or more product lines, click to copy the selected lines to clipboard, and then click to insert copies of these lines from the clipboard. You can click more than once to add multiple copies.
To automatically fill batches for products, use the Fill batches by FEFO tool. For details, see Autofilling product batches.

To change reservation for the products for Order specified in general details, use the Reservation tool:
- To automatically reserve the entire Quantity of each inventory item, on the Inventory tab, click Reservation > Fill in column.
- To manually reserve specific quantities of inventory items, on the Inventory tab, fill in Reservation column manually.
- To clear reserve for the entire Quantity of each inventory item, on the Inventory tab, click Reservation > Clear column.
The tool is only available if the Use inventory reservation checkbox is selected in Settings > Sales.

NOTE. When generating a sales invoice from a source document that supports inventory reserving, check if an inventory reservation document exists for that source document. If so, you'll need to manually copy all reserve changes from the inventory reservation document to the sales invoice before posting it.
For example, you have a sales order for 100 office chairs that are reserved at Warehouse A; and then you have an inventory reservation document that changes the reserve location for 50 of these chairs to Warehouse B. When you generate a sales invoice from this sales order, Warehouse A is automatically specified as shipment location for all 100 chairs. You need to manually change it to Warehouse B for 50 chairs, to match the inventory reservation document; otherwise, all 100 chairs will be shipped from Warehouse A and the reserve for 50 chairs at Warehouse B will remain indefinitely.
Optional: To offset a customer's advance payments against an invoice, specify the advance clearing details:
- To clear advance payments automatically:
  Go to Settings > Cash management and set Set off advance payments automatically to Yes.
  Then, when you post a sales invoice, advance payment documents are automatically added to the sales invoice's Advance clearing tab (if it is not filled in manually). The advance payments are cleared. This settles the sales invoice amount completely or partially, depending on the total amount of the added advance payment documents.
- To clear advance payments using the advance payment clearing tool:
  On the sales invoice's Advance clearing tab, click Select and select one or several advance payment documents for Customer.
  Then, when you post the sales invoice, this settles the sales invoice amount completely or partially, depending on the total amount of the selected advance payment documents.
- To clear advance payments manually:
  On the sales invoice's Advance clearing tab, click Add and fill in the advance clearing details for each advance payment you want to clear.
  Then, when you post the sales invoice, this settles the sales invoice amount completely or partially, depending on the total amount of the added advance payments.
Optional: On the Payment terms tab, specify payment terms.
By default, this tab is prefilled from the payment terms specified in the customer's card. You can edit the prefilled details.
Optional: On the Early payment discounts tab, specify early payment discounts.
By default, this tab is prefilled from the early payment discount details specified in the customer's card. You can edit the prefilled details.

To specify an early payment discount manually, click Add and fill in the early payment discount fields.
Optional: If a company is registered for a sales tax permit, on the Sales tax tab, specify sales tax details:
- To fill in the sales tax automatically:
  1. In the sales invoice's prices and currency settings, specify the sales tax rate and percentage.
  2. On the Products tab, select the Taxable checkbox for the products the sales tax is applied to.
    1C:Drive calculates the amount to be paid for the products marked as taxable, applies the specified sales tax rate to this amount, and calculates the sales tax amount. The sales tax rate, percentage, and the calculated tax amount are automatically filled in on the Sales tax tab of the sales invoice. You can edit them.
- To specify the sales tax manually:
  1. On a sales invoice's Products tab, select the Taxable checkbox for the products the sales tax is applied to.
  2. On the Sales tax tab, click Add and enter the sales tax details.
  You can revert the sales tax specified manually and fill it in automatically according to the sales invoice's Prices and currency settings. To do this, click Fill sales tax.
Optional: On the Delivery tab, specify the delivery terms.
Optional: On the Additional information tab, specify additional information.
Optional: At the bottom of the sales invoice, click the Create tax invoice link to create a tax invoice issued. This document is used to register VAT on sales.
The link is only available if a company’s accounting policy states that the company is registered for VAT and tax invoices are required for registering VAT (the Register VAT entries with option is set to Tax invoices).
Click Post and close.