Create Sales Invoice

In the filter area, it is possible to specify a series of filters to search for projects in a more targeted way.

After setting the filters, pressing the Search button in the ribbon bar will display the results in the grid. At the bottom, it is possible to specify the parameters to use for executing the procedure:

Invoice type: contains the type of invoice to create, if it is not set in the table Project Types;

Creation date: contains the date when the invoice will be created;

Grouping the items on invoice: with this flag, items will be grouped in the invoice;

Add Projects Reference: this flag adds the originating project to the invoice;

Creation of on-account invoice: this flag allows for the generation of a potential on-account invoice.

It is also possible to choose whether to convert the currency with the Currency convert flag, which makes the fields Currency, Rounding, and Exchange editable.

To execute the procedure, once the parameters are set, simply select the project line in the grid and click the Transfer button in the ribbon bar.

The results of the procedure are visible in the Restore tab. In it, by pressing the Search button in the ribbon bar, the operations performed are displayed. By selecting the row of the user who performed the procedure, the lower grids Invoices and Items show the details of the operation. If you want to perform a Currency adjustment rollback of the procedure, select the chosen row and click Restore in the ribbon bar.