How to Create Automatic Order Invoicing in Sage X3
How to Create Automatic Order Invoicing in Sage X3
- Based on the Deliveries
Navigate All -> Sales -> Invoices -> Delivery Invoice generation.
A pop-up window will appear for you to filter the invoice creation based on the desired criteria.
- Based on Orders
Navigate: Sales-> Orders -> Orders
Then Navigate: Sales -> Invoices -> Automatic order invoices
- Enter the Company.
- Enter the Sales Site
- Set the Invoice Date
- Select the Invoice type
- Set the range of Orders – This will create an Invoice for the range of Sales Order selected(optional)
- Set the range of Bill to Customers – This will create an Invoice for the range of Bill to Customer selected.
Click Okay and the Sales Invoices will be generated for orders that fulfil that criteria.
About Us:
Greytrix Middle East Subsidiary of Greytrix India Pvt Ltd, Headquartered in Mumbai. It is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300 People (HRMS), and Sage Intacct, which covers Dubai, Saudi Arabia, and Qatar region.
Our methodology involves a techno-functional expert team to analyze the client’s business processes, workflow, current system situation, and plans. Then, based on the analysis, we propose solutions that meet their requirement regarding the product consideration. In addition, we ensure to serve our clients with robust, future-proof, business-critical solutions that deliver best practices, processes, and functionality designed specifically for the business and its people.
We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical & Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), and Sage Intacct across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software & Engineering), Distribution (Transportation & Logistics).
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