An invoice is created from a preliminary document in SAP Business One by opening the corresponding preliminary document, such as a sales order or a sales order. Delivery noteand then click on "Copy to". In the drop-down menu, select the "Invoice" option. The invoice copies all the information from the preliminary document. It is advisable to carefully check all details, including tax information and payment terms. If necessary, adjustments can be made before the invoice is saved by clicking on "Add". Please note that the original transaction will be closed as soon as the invoice has been created.
Versino Financial Suite
With the Versino Financial Suite invoices can be created easily and error-free in SAP Business One from preliminary documents such as orders or delivery notes. Data is automatically transferred and added as required. VFS supports incoming invoices in particular with user-friendly fast entry, automatic pre-document recognition and automated accrual postings. This makes the process efficient, traceable and audit-proof.
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