Issue Batch Invoice for Delivery Notes

The Batch Invoice for Delivery Notes screen bills several outstanding deliveries for one customer on a single invoice. Instead of raising one invoice per dispatch, you pick the deliveries to include and issue one consolidated document.

Where to find it

Go to Sales > Invoices > New Customer Invoice. Use it when a customer receives several shipments over a period and expects one bill at the end of it.

Before you start

The customer must have at least one uninvoiced delivery. Filter the Sales Deliveries List on Uninvoiced to check.
The accounting period must be open for the invoice date.
You need the SA_SALESDELIVERY permission.

Header field reference

Field	Required	Description
Customer	Yes	Who is being billed. Selecting them loads their outstanding deliveries.
Customer Branch	Yes	The branch being invoiced. Drives the tax group and billing address.
Reference	Yes	The unique invoice number, from your pattern in Setup > Transaction Reference.
Payment Terms	No	The agreed condition, which drives the due date calculation.
Sales Type	No	The price list applied, carried from the deliveries.
Currency	No	The currency assigned to the customer. All prices and totals are processed in it.
Bank Account	No	Where the payment is recorded. Shown only for cash-type payment terms. Use the `+` button to create an account without leaving the form.
Payment Type	No	The account category, such as Savings Account or Current Account.
Shipping Company	No	The carrier details carried over from the delivery stage.

Dates

The Invoice Date is when the bill is issued and revenue is recognised, so it must fall in an open accounting period. The Due Date is the payment deadline, defaulted from the payment terms and editable to suit the billing cycle.

Branches

A branch represents a separate business location or unit of the same company. Assigning the invoice to one keeps revenue reporting accurate per location. Enable branches under Setup > Preferences > Use Branches Only.

Departments

A department is an internal division responsible for a specific function, such as Sales or Accounts. Assigning one attributes the revenue to the part of the business that earned it.

Invoice Items (Delivery Table)

This section lists everything pulled from the customer's outstanding delivery notes.

Column	Description
Delivery	The reference of the delivery note being billed.
Item Code & Description	The identification and name of the delivered product.
Delivered	The quantity physically shipped to the customer.
Invoiced	The quantity already billed on previous invoices for that delivery.
This Invoice	Editable. The quantity to bill now. It cannot exceed what was delivered.
Price & Discount	The rates carried over from the delivery.

Because lines come from several delivery notes, check the Delivery column before processing. It is the only thing distinguishing the same item shipped on two different dates.

Total Details

Field	Description
Sub-total	The combined value of all selected lines before tax and overall discounts.
Shipping Cost	Freight recovered across the deliveries being billed.
Discount	Any overall discount applied to the consolidated invoice.
Tax Details	The total tax with a breakdown by rate.
Round Off	A fixed adjustment to the final total.

Attachments

Attach documents relevant to the invoice, such as a signed purchase order or tax certifications.

Memo & Actions

Control	What it does
Memo	Additional notes or internal comments relevant to the invoice.
Update	Refreshes the form and recalculates all totals after changing quantities or costs.
Process Invoice	Finalises the transaction, records the General Ledger entries and completes the billing.

General Ledger (GL)

Account	Effect
Receivables Account	Debited — records the total the customer now owes.
Sales Account	Credited — records the revenue earned from the items.
Tax Accounts	Credited — records the tax liability collected for the government.
Shipping Account	Credited — records recovery of transport costs.

Cost of sales was already posted when each delivery was processed. This step adds only the revenue, receivable and tax.

Sales Deliveries List — find uninvoiced deliveries
Delivery to Invoice — bill a single delivery
Direct Invoice — deliver and bill in one document
Sales Invoice View — the resulting document
Invoices — all invoices

Previous Customer Credit Status Next Import Sales transaction