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How to Create Automatic Order Invoicing in Sage X3

How to Create Automatic Order Invoicing in Sage X3

Create_Automatic_Order_Invoicing

How to Create Automatic Order Invoicing in Sage X3

Creating bulk sales invoices is crucial for businesses seeking to streamline their invoicing process and improve efficiency. Sage X3, a powerful ERP solution, offers robust features that simplify this task. With Sage X3, businesses can quickly generate bulk sales invoices based on orders or deliveries, reducing manual effort and minimizing errors. This capability saves time and enhances accuracy, allowing companies to focus on their core operations.
In this blog post, let’s explore how Sage X3 allows you to create sales Invoices in bulk either based on the orders or on deliveries.
  1. Based on the Deliveries

Navigate All -> Sales -> Invoices -> Delivery Invoice generation.

A pop-up window will appear for you to filter the invoice creation based on the desired criteria.

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Click Okay and a log file will be generated showing all the invoices that have been created and all the invoices linked to them.
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  1. Based on Orders
This function is used to generate invoices for orders automatically.

Navigate: Sales-> Orders -> Orders

To use this function the direct invoice document type has to be selected under
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Once this order type has been selected, follow the normal order creation process
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Then Navigate: Sales -> Invoices -> Automatic order invoices

  • Enter the Company.
  • Enter the Sales Site
  • Set the Invoice Date
  • Select the Invoice type
  • Set the range of Orders – This will create an Invoice for the range of Sales Order selected(optional)
  • Set the range of Bill to Customers – This will create an Invoice for the range of Bill to Customer selected.
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Click Okay and the Sales Invoices will be generated for orders that fulfil that criteria.

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You can view the generated invoices in the Invoice function.
These invoices will not be validated therefore; you can then validate them one at a time using this function (Invoice) or all at once using the Invoice validation.
And just like that, your invoice processing time has been shortened by sage X3

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Greytrix Middle East Subsidiary of Greytrix India Pvt Ltd, Headquartered in Mumbai. It is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300 People (HRMS), and Sage Intacct, which covers Dubai, Saudi Arabia, and Qatar region.

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