Add an invoice from a packing slip

You can add an invoice based on a packing slip. This can be done from the packing slip or from the new invoice.

Note: 

You can only invoice packing slips that have been reported as ready. You can check this in the Reported ready field of the packing slip properties. You can also add this field to the view. The packing slip status is still Active.

If you use the project integration in the sales phase, Profit will take the Charge method of the project, phase or item into account. Only project lines in which the Charge field is enabled, can be invoiced. The field Do not invoice will then be disabled automatically in the packaging slip. However, you can disable this field manuaully in the entry layout of the sales quotation, order or packaging slip, so the line will be invoiced.

To add an invoice from a packing slip:

1. Go to: Order Management / Sales process / Packing slip.
2. Select the packing slip for which you want to create an invoice.
3. Click on the action: Create invoice.

   You are asked to confirm that you want to convert the packing slip into an invoice.

4. Click on: Yes.

   Profit creates an invoice based on the packing slip and you see the invoice in the entry layout.

5. Click on: Finish. 

The invoice is added based on the packing slip. The packing slip now has the Completed status.

Sometimes Profit does not create invoices. This can be because a packing slip has both positive and negative quantities. In this case, when the invoice is created, the Rejected for invoicing field is set to Yes. Profit then rejects the packing slip in question and does not create the invoice. After this, the invoice creation process continues as usual.

If you have multiple packing slips collected on one invoice and an error is found in one of the packing slips during the processing, Profit only rejects the packing slip in question. The other packing slips are not rejected but are also not invoiced either, because Profit cannot create that one invoice. Profit does however continue to process the packing slips that are invoiced individually.

To copy a packing slip from an invoice:

1. Go to: Order Management / Sales process / Invoice.
2. Click on: New. 
3. If multiple entry layouts are available then select an entry layout.

   You now see the entry layout.

4. Enter the Invoice number if you are not using auto numbering.
5. In the Corresponding packing slip field, select the order that you want to copy.