How do I issue an invoice?

Steps

1. Open the Sales Order and go to the Dispatches tab.
2. On an uninvoiced dispatch card, click Generate Invoice.
3. The Generate Invoice dialog pre-fills the invoice date (= the dispatch date), customer, place of supply, totals, and a due date (invoice date + 30 days). Adjust the Payment due date, customer reference, or notes if needed. If you change the customer reference away from the PO number, a reason is required.
4. Click Generate Invoice.

What happens

The invoice is created directly as Issued — a legal GST document that's immediately locked in all its financial fields (there's no draft stage). Serial numbers from the dispatch are copied onto the invoice lines. Behind the scenes:

• If every active dispatch on the Sales Order now has an invoice, the SO closes automatically.
• An Asset is created (or drawn from stock) for each serial, and for products that require installation, an Installation service request is raised automatically per serial.

Good to know

• Invoice numbers (e.g. APEX-INV-FY26-000124) run per financial year and never reset mid-year.
• One active invoice per dispatch. If you see a "dispatch already invoiced" message, open the existing invoice.
• Because an issued invoice is immutable, correcting a wrong one is limited — see Why can't I void this invoice?.

Related

• How do I record a payment against an invoice?
• How do I mark an invoice as sent, or void it?