Auto Invoice On Delivery

Invoicing after every delivery is repetitive work. This module creates the customer invoice from the sales order when a delivery is validated, posts it, and can email it to the customer. It is used by sales and accounting teams that invoice on delivery. It connects Sales, Inventory and Accounting through two simple settings. The benefit is faster billing with no forgotten invoices.

1. 1

   Enable in settings

   In Sales settings two options appear: create and post the invoice on delivery validation, and send the invoice automatically. They are stored as system parameters. The administrator turns each on or off.

   • Option: Auto Post invoice
   • Option: Auto Send Invoice
   • Stored as parameters
2. 2

   Validate the delivery

   The warehouse user opens a delivery and presses Validate. The module lets the standard validation finish first. It then checks the settings and the linked sales order.

   • Button: Validate
   • Standard flow first
   • Reads settings
3. 3

   Create and post the invoice

   If the option is on, the module creates the customer invoice from the sales order and posts it. The invoice follows the standard rules for quantities and taxes. It is linked to the order.

   • Created from sales order
   • Posted automatically
   • Linked to the order
4. 4

   Send by email

   With the send option on, the invoice is emailed to the customer with the PDF attached. The message is logged in the chatter. Customers get the bill at once.

   • Email with PDF
   • Logged in chatter
   • Uses standard template

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