Generate an Invoice from an Order Function in Naologic Actions

The Generate an Invoice from an Order function allows users to create an invoice document based on a specified sales order. This function is essential for automating the transition from order fulfillment to invoicing.

What is the Generate an Invoice from an Order Function?

This function creates a sales invoice document from an existing sales order. It provides options to enforce status conditions and specify the details for the new invoice.

How to Add the Generate an Invoice from an Order Function

While editing the desired installed action:

1. Click on the "Add Function" button inside the action edit modal.

2. Search for "Generate an Invoice from an Order" in the list of available functions.

3. Select the function to include it in the action.

4. Configure the function by specifying the following fields:

   • Sales Order Document: Select the document representing the sales order to be invoiced.

   • Order Complete Status: Define the status to confirm that the order is ready for invoicing (e.g., "Shipped").

   • Sales Invoice Document: Specify the document where the invoice will be created.

   • Allow If Status: Optionally set a condition to allow invoice generation only if the sales order matches a specific status (e.g., "Completed").

   • Invoice Status Data: Define the status to be applied to the newly created invoice (e.g., "Pending").

   • Create New Invoice Action: Specify the action that generates the new invoice.

5. Save the action settings.

Once configured, the function will generate an invoice from the sales order based on the defined conditions and connections.

The Generate an Invoice from an Order function ensures accurate and efficient invoicing, helping to streamline the process of converting orders into invoices for payment.