In the Standard list with the selection Not invoiced, you will see all customer orders with invoicing plans that contain partial invoices that have not yet been invoiced. Customer orders that have been fully invoiced are not shown in this list. The partial invoice types Advance and Subsequent are shown only is the partial invoice status is less than 9 (Invoiced), that is not invoiced or released. The partial invoice type Delivery is shown if the actual invoiced amount is less than the planned invoiced amount.

In the Amount column you will see what is left to be invoiced. The Info column shows the cause why a row cannot be released, this is shown in red. For rows that refer to advance or subsequent, the text Released can be shown in this column. In that case, the invoice is ready for invoicing in the Invoice Basis procedure. For rows that refer to Delivery, the text Delivery is always shown in this column. These can never be released here since they are delivered in the Delivery Reporting procedure. The checkbox in the Release column can be checked if the partial invoice shall be released (create invoice basis). This can also be pre-selected under the Create tab.

The release is executed by using the Save button in the Window functions. A confirmation will then inform you how many invoice bases that have been created.

The system then creates the invoice basis by copying the current partial invoice. This partial invoice will then be added as an invoice row on a new customer invoice. You print these invoices in the Print Invoices procedure. You can preview the invoice bases in the Invoice Basis or Register Invoices Directly procedures. The created invoice basis will be a Debit invoice. The partial invoice type will be set to advance or subsequent on the invoice basis. The invoicing plan will also be updated and the released rows will get status Released.

Sample of a Standard list, with the alternative Not invoiced.

The Standard list with the alternative For invoicing shows invoice bases with status 1-3. Only invoices with an invoicing plan will be shown in the list.

Each row corresponds to a partial invoice. To the far left you will see the partial invoice number. You will also see the name of the partial invoice in the order's invoicing plan. You will also see the order number with consecutive number. The amount is the partial invoice's total invoice amount. At the bottom of the list you will see the amount for the entire order.

Sample of a Standard list, with the alternative For invoicing.

The Standard list with the alternative Invoiced shows invoice bases with status 9. Only invoices with an invoicing plan will be shown in the list.

Each row corresponds to a partial invoice. To the far left you will see the partial invoice number. You will also see the name of the partial invoice in the order's invoicing plan. You will also see the order number with consecutive number. The amount is the partial invoice's total invoice amount. The invoice date is the actual invoice date in the Accounts Receivable. The invoice number is loaded from the invoice header on the partial invoice. The payment date is loaded from the accounts receivable. At the bottom of the list you will see the amount for the entire order.

Sample of a Standard list with the alternative Invoiced.

The Standard list with the alternative All shows all customer orders with invoicing plans. All partial invoices are included, both invoiced and not invoiced.

The information is loaded from the invoicing plan on the customer order. In the Amount column you will see what will be invoiced according to the invoicing plan. The Invoiced column shows what has been invoiced on the partial invoice. The Not invoiced column shows the difference between the columns Amount and Invoiced.

Sample of a Standard list with the alternative All.

The Only total list shows a total list of the selection made under Show (in the sample the alternative Not invoiced is used) as well as a total of the order value. There is one row per order number.

Sample of an Only total list with the alternative Not invoiced.