Sage ERP X3 provides us with a feature to setup different invoicing methods. These methods are subsequently used for issuing invoices to customers. E.g. An instance where we want to raise a weekly invoice for a customer i.e. invoicing for all the deliveries to the customer in a week, how we can effectively use the methods to achieve this.
To set up this invoicing method, go to Customers -> Commercial Tab
6 Invoicing methods for Customer invoicing
- One / Shipment: This method generates separate invoices for every delivery to the customer.
- One / Closed order: This method generates invoice for every closed order. I.e. a single invoice will be generated grouping all the deliveries for the closed order.
- One / Order: One invoice is generated grouping all the deliveries of the same sales order.
- One / Ship-to: One invoice is generated grouping all the deliveries belonging to the same ship-to customer even if there are multiple orders associated with these deliveries.
- One / Period: If invoicing frequency is defined for a customer then in this invoicing method one invoice generated for all the shipment in that period.
For instance, if the frequency is weekly, then for current date if direct invoicing is run then all the deliveries during current week are grouped on a single invoice.
- Manual: Customers with Manual method are not considered in automatic Invoicing. Invoicing should be done manually.
Impact of the Invoicing Mode on Delivery Generation
Orders with following invoicing modes will never be grouped together on the same delivery.
- Invoice/closed order
Impact of Invoicing Mode on the Direct Invoicing Orders
The invoicing methods can also be selected on sales order to define automatic invoicing on sales orders.
- One / Shipment:
In this invoicing mode, a separate invoice is created for each direct invoicing delivery. An order can be only partly invoiced by the automatic invoicing function if the order delivery mode is not ‘Complete order’.
On manual invoicing of an order of this type, there are no constraints with respect to the delivery mode, and user can create a partial invoice even if the delivery mode is ‘complete order’.
- One / closed order:
In this invoicing mode, a separate invoice is created for each direct invoicing delivery. However, in manual invoicing it isn’t necessary to follow this rule; it is possible to partially invoice an order of this type.
- One / order:
In this invoicing mode, a separate invoice is created for each direct invoicing order. An order can be invoiced by the automatic invoicing function only if the order delivery mode is ‘Complete order’.
- One / ship-to customer:
This invoicing mode is used to create an invoice for all the orders with direct invoicing concerning the same ship-to customer on a single invoice when the invoicing process is run.
If order lines concern various ship-to customers within a single order there will be as many invoices as there are delivery addresses on the lines.
- One / period:
This invoicing mode is used to create an invoice for all the orders based on the invoicing frequency defined in the customer master.
For e.g., if the frequency is weekly, all the orders during same week as per the requested delivery date in the order header are grouped on a single invoice.
- Manual invoice:
This invoicing mode is not considered in the automatic invoicing processes.
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