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Function Create Sales Invoice

Function Create Sales Invoice

Owned by Lango: Language and translation manager
Last updated: Sept 10, 2024Version comment
1 min read

A user can also create an unposted sales invoice or credit memo by using the Create Invoice feature.

The Create Invoice feature is used in several places:

  • Without Report

    • Invoicing the Entry Fee when Activating a Contract

    • Fee invoicing when transferring a contract to another customer

  • With Report (4046850 API Create Invoice)

    • Page 4027160 API Ins.Cont. Change Req. Card / Insurance Contract Change Request Card

    • Page 4046816 API Financial Settlement Card and page 4046815 API Financial Settlement for Services Card

    • page 4026636 API Terminate Service Wizard

    • page 4027106 API Ins. Company Payment Cal.

    • page 4027160 API Ins.Cont. Change Req. Card / Insurance Contract Change Request Card

If the function runs without a report, the system fills in the required data in the background. If the function with a report is launched, a dialog window opens where the user fills in the data manually, while some data may be pre-filled (depending on the area in which it is run). The amount to be filled in for both types of document must be positive.