{"id":14728,"date":"2024-05-16T15:22:55","date_gmt":"2024-05-16T19:22:55","guid":{"rendered":"https:\/\/alix.ai\/documentation\/?post_type=docs&#038;p=14728"},"modified":"2025-10-17T10:52:56","modified_gmt":"2025-10-17T14:52:56","password":"","slug":"add-an-invoice","status":"publish","type":"docs","link":"https:\/\/alix.ai\/documentation\/en\/doc\/sales-order\/add-an-invoice\/","title":{"rendered":"Add an invoice"},"content":{"rendered":"<div class=\"pdfprnt-buttons pdfprnt-buttons-docs pdfprnt-top-right\"><a href=\"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/14728?print=print\" class=\"pdfprnt-button pdfprnt-button-print\" target=\"_blank\" ><img decoding=\"async\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/plugins\/pdf-print\/images\/print.png\" alt=\"image_print\" title=\"Print Content\" \/><\/a><\/div><h2>Add an invoice<\/h2>\n<p>You can add an invoice for one or more items on the sales order. You can create a new invoice or add the items to an existing invoice.<\/p>\n<ol>\n<li>From the menu on the left, choose <strong>Sales-&gt;Sales orders<\/strong>.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16853\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_08h43_40.png\" alt=\"\" width=\"243\" height=\"332\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_08h43_40.png 243w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_08h43_40-220x300.png 220w\" sizes=\"(max-width: 243px) 100vw, 243px\" \/><\/li>\n<li>Click the sales order that you want. The information for this order will appear on the screen.<\/li>\n<li>In the ordered items section of the sales order, select the items that you want.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-16859\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_09h39_58-1024x607.png\" alt=\"\" width=\"1024\" height=\"607\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_09h39_58-1024x607.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_09h39_58-300x178.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_09h39_58-768x455.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_09h39_58.png 1214w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>Click <strong>More actions <\/strong>at the top of the list, and then click <strong>Add an invoice<\/strong>.<\/li>\n<li>Choose the invoicing method, of which here is some information:<br \/>\n<table>\n<tbody>\n<tr>\n<td>Ordered quantity<\/td>\n<td>Invoices the ordered quantity of the selected line items.<\/td>\n<\/tr>\n<tr>\n<td>Shipped quantity<\/td>\n<td>Invoices the shipped quantity of the selected line items.<\/td>\n<\/tr>\n<tr>\n<td>Associated shipments<\/td>\n<td>Invoices all items in shipments that are associated with the selected line items.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>If the selected line items have not been shipped or the quantity shipped is invoiced, the only choice is <strong>Ordered quantity<\/strong>. Otherwise, it is possible to choose between <strong>Shipped quantity<\/strong> and <strong>Associated shipments<\/strong>. To choose the default shipment invoicing method, <a href=\"https:\/\/alix.ai\/documentation\/en\/doc\/sales-order\/sales-orders-configurations\/#5-toc-title\" target=\"_blank\" rel=\"noopener\">click here<\/a>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-18462\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-09-23_11h13_20-772x1024.png\" alt=\"\" width=\"772\" height=\"1024\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-09-23_11h13_20-772x1024.png 772w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-09-23_11h13_20-226x300.png 226w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-09-23_11h13_20-768x1019.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-09-23_11h13_20.png 842w\" sizes=\"(max-width: 772px) 100vw, 772px\" \/><\/li>\n<li>Enter any other requested information, then click <strong>Add<\/strong>.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-18463\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-09-23_11h14_08-761x1024.png\" alt=\"\" width=\"761\" height=\"1024\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-09-23_11h14_08-761x1024.png 761w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-09-23_11h14_08-223x300.png 223w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-09-23_11h14_08-768x1033.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-09-23_11h14_08.png 835w\" sizes=\"(max-width: 761px) 100vw, 761px\" \/><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h2>Perform partial invoicing<\/h2>\n<p>By default, the total quantity of the item ordered is invoiced when you add an invoice. You can perform partial billing by following these steps:<\/p>\n<ol>\n<li>Once the invoice is added, click the invoiced quantity.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16868\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_09h49_30.png\" alt=\"\" width=\"1008\" height=\"366\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_09h49_30.png 1008w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_09h49_30-300x109.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_09h49_30-768x279.png 768w\" sizes=\"(max-width: 1008px) 100vw, 1008px\" \/><\/li>\n<li>A window will appear with billing information. Change the invoiced quantity.<\/li>\n<li>Click <strong>Save<\/strong>.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-16869\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_09h50_26-1024x752.png\" alt=\"\" width=\"1024\" height=\"752\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_09h50_26-1024x752.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_09h50_26-300x220.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_09h50_26-768x564.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/05\/2025-02-18_09h50_26.png 1255w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Add an invoice You can add an invoice for one or more items on the sales order. You can create [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"doc_category":[434],"doc_tag":[],"year_month":"2026-05","word_count":237,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Genevi\u00e8ve Lamarche","author_nicename":"glamarche","author_url":"https:\/\/alix.ai\/documentation\/author\/glamarche\/"},"doc_category_info":[{"term_name":"Sales Order","term_url":"https:\/\/alix.ai\/documentation\/en\/docs-category\/sales-order\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/14728"}],"collection":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/comments?post=14728"}],"version-history":[{"count":11,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/14728\/revisions"}],"predecessor-version":[{"id":18677,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/14728\/revisions\/18677"}],"wp:attachment":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/media?parent=14728"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_category?post=14728"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_tag?post=14728"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}