Creating an Invoice from a Delivery Note – Accounting System

Overview

In the accounting system, a Delivery Note (DN) serves as a confirmation of goods delivered or services rendered. Once a DN is completed and approved, you can generate an Invoice directly from it. This document guides you through the process of creating an invoice from an existing delivery note.

Prerequisites

• You must have Sales Order and Delivery Note already created.
• The Delivery Note status should be completed or posted.
• You need appropriate permissions.

Step-by-Step Process

1. Navigate to Sales Orders

• Go to Accounting > Sales Orders.
• You will see a list of sales orders with their current statuses.

2. Locate the Relevant Sales Order

• In the Sales Order table, find the row corresponding to the customer and delivery note you want to invoice.
• Example from screenshot:

• Note the Delivery Note reference from the Sales Order details.

3. Access Delivery Note Details

• From the Sales Order details page, you can access the linked Delivery Note.
• Navigate to the Delivery Note section.

4. View and Verify Delivery Note

• The Delivery Note contains all the item details and customer information.
• Example from screenshot:

5. Generate Invoice from DN

• Click Create Invoice or use the invoice generation option.
• The system will pre-fill invoice details from the DN:
• Customer Info: Name, Address, Email, Phone
• Items: Item description, quantity, unit price
• Reference: Linked DN number (e.g., SDN/2025/11/00004)
• Sales Order Reference: (e.g., SOINV/2025/11/00010)

7. Review and Post Invoice

• Verify all pre-filled information.
• Add any additional charges, taxes, or discounts if needed.
• Click Post Invoice to finalize.
• Status will change from Draft to Posted.

Important Notes

• Invoice Number: Automatically generated by the system with sequential numbering.
• Currency & Rate: Inherited from the original Sales Order.
• Audit Trail: System maintains complete linkage: Sales Order → Delivery Note → Invoice.
• Permissions: Only users with appropriate accounting rights can create and post invoices.