Скачать или смотреть How to Create Invoices from Shipments in Acumatica | Sales Invoice Processing Tutorial

📚 Chapters:
0:00 Introduction to Invoice Creation
0:04 Viewing Shipments on Sales Orders
0:29 Preparing Invoice from Single Shipment
0:50 Understanding the Prepare Invoice Process
1:07 Reviewing the Generated Invoice
1:34 Releasing Invoices to General Ledger
1:47 Bulk Invoice Processing Overview
2:50 Selecting Multiple Shipments
2:52 Processing Invoices in Bulk
3:35 Verifying Invoice Status Changes
4:20 Releasing Invoices and Creating Journal Entries

Learn how to create sales invoices from shipments in Acumatica ERP! This tutorial covers both individual invoice creation and bulk processing methods to streamline your accounts receivable workflow.

🔍 In This Video:
Discover how to generate invoices from confirmed shipments, use the Prepare Invoice function, process multiple invoices at once, and understand the connection between sales orders, shipments, and invoices in Acumatica.

💡 Key Processes Covered:
Individual Invoice Creation:
Navigating to confirmed shipments
Using the Prepare Invoice button
Automatic reference number assignment
Understanding the triangular match (order-shipment-invoice)
Reviewing invoice details
Release process to general ledger

Bulk Invoice Processing:
Accessing Process Shipments screen
Filtering confirmed shipments ready for invoicing
Selecting multiple shipments at once
Cherry-picking specific shipments
Processing invoices in batch
Verifying status changes from Confirmed to Invoiced

Important Features:
Shipment status tracking
Invoice status understanding
Credit hold handling
Batch number verification
General ledger integration
Accounts receivable posting
Blue hyperlink navigation for record review

🎯 Best Practices:
✅ Confirm shipments before creating invoices
✅ Review shipment details before processing
✅ Use bulk processing for efficiency with multiple shipments
✅ Verify invoice details before releasing
✅ Check financial tab for batch numbers after release
✅ Understand triangular relationship: Sales Order → Shipment → Invoice
✅ Handle credit hold situations appropriately

⚠️ Status Flow:
Confirmed Shipment - Ready for invoicing
Invoice Created - Generated but not posted
Invoice Released - Posted to general ledger
Shipment Status - Updates from Confirmed to Invoiced

📊 Perfect For:
Accounts receivable teams
Billing departments
Order fulfillment staff
Finance professionals
Warehouse managers transitioning to billing
Anyone responsible for invoice processing

Streamline your billing process with efficient invoice creation from shipments. Learn both methods to choose the best approach for your workflow - whether processing one invoice at a time or handling bulk invoicing for multiple shipments.

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