How to create Automatic order invoicing?

By | September 23, 2014

In Sage ERP X3, we can create a direct Sales invoice through Order screen for a particular order. However, for creating invoices for bulk Orders, Sage ERP X3 has provided a function through which we can easily create an invoice for a range of Orders by using Automatic order invoicing.

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The Order for which this function would be carried out should have the type as ‘SOI’ i.e. direct order invoicing. If there is no such type of Order in Sage ERP X3, then create a new Order type with Direct Invoicing type: Refer blog : How to setup Direct Invoicing Order type

Here, we consider that the Sales Order (SO) is already created and we will directly move to Automatic Order invoicing function.

Sales -> Invoices -> Automatic order invoices

  1. Enter the Company.
  2. Enter the Sales Site
  3. Set the Invoice Date
  4. Set the Invoice type to Direct Invoice
  5. Set the range of Orders – This will create an Invoice for the range of Sales Order selected
  6. Set the range of Bill to Customers – This will create an Invoice for the range of Bill to Customer selected.


Once the Order is processed, a log will be generated that will give you the details of the Order being processed and the Invoice number created.


Here we have created a sales invoice by using the” Automatic order invoicing screen”.

If anything is missing on the Order or on the Automatic Order Invoicing screen, then the function will give a message ‘No Order Processed’.

Please note here that for this function to process successfully, the Products that are being used on the Sales Order for Direct Invoicing should have Quantity on hand and there should not be any shortage.

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