How to Create an Invoice SAP

Created by Cossy Maina, Modified on Fri, 12 Jun at 12:58 PM by Cossy Maina

How to Create an A/R (Sales) Invoice

Navigate to Modules > Sales – A/R > A/R Invoice.
Select the Customer from the dropdown list.
Copy Data (Optional): Click Copy From at the bottom to pull details directly from a previous Sales Order or Delivery document.
Manual Entry: If creating a standalone invoice, enter the Item/Service code, Quantity, and Price in the table rows.
Verify the Posting Date, Due Date, and Tax Codes.
Click Add to save the invoice.

How to Create an A/P (Purchasing) Invoice

Navigate to Modules > Purchasing – A/P > A/P Invoice.
Select the Vendor from the dropdown list.
Copy Data (Optional): Click Copy From at the bottom to pull details from a preceding Purchase Order or Goods Receipt PO.
Manual Entry: Enter the vendor's invoice number in the Vendor Ref. No. field. Then enter the Item code, Quantity, and Price in the table.
Verify the Posting Date and Tax Codes.
Click Add to save and post the invoice to your accounts payable.

Note: In SAP Business One, adding an invoice automatically triggers a journal entry in the system's general ledger, so no manual accounting postings are required