Create or edit an invoice (Sales and Sales Hub)

When a customer places an order, you can create an invoice to bill them for the upcoming sale.

Typically, you convert an order into an invoice; however, you can also create an invoice that does not originate from an order.

Create an invoice from an order

  1. Go to Sales > Orders.

    or

    In the Sales Hub app, select the site map Site Map icon, and then select Orders.

  2. Select the order you want to create an invoice from.

  3. Select Create Invoice at the top of the screen.

    Important

    If Dynamics 365 for Sales is integrated with an external order processing application, you may see the Submit Order button instead of the Create Invoice button on the Order form command bar. This is because the integration allows an order created in Dynamics 365 for Sales to be submitted, and it is synced to the order processing app where the lifecycle of the order continues. A submitted order is locked for editing in Dynamics 365 for Sales except by an integration user. More information: Enable sales order processing integration

  4. Review the contents of the invoice and make any additions or corrections before sending to your customer.

Note

Your base record and all its line items must use the same currency. For example, if your invoice has the currency set to U.S. Dollars, you must use the same currency for the price list items that you add to the invoice. You can’t change the currency of the base record (in this case, an invoice), unless you remove all the line items associated with the record. Similarly, if the invoice is created from an order that's created from a quote created from an opportunity, it must use the same currency as the opportunity.

Create an invoice

  1. Go to Sales > Invoices.

    or

    In the Sales Hub app, select the site map Site Map icon, and then select Invoices.

  2. Select New.

  3. On the Invoice form, enter data in the following required fields:

    • Name

    • Price List and Currency: Select the price list and the currency that will be used to calculate the product prices.

      Note

      By default, selecting a price list is required to be able to add products to an invoice; however, your administrator can change your organization settings to make the Price List field optional. The capability to make the Price List field optional is in preview.

  4. In the Sales Information section, in Potential Customer, select the customer you're creating this invoice for.

  5. On the command bar, select Save to create the invoice record.

  6. To add products from your opportunity to your order, select Get Products at the top of the screen, select your opportunity, and then select OK.

    -OR- To manually add other products, in the Products section, select the More commands icon More commands icon, and then select Add New Invoice Product. More information: Add products to Quote, invoice, or order records

    You need to enter the tax amount when you add a product to a quote, order, or invoice. Dynamics 365 for Sales doesn't automatically calculate tax for individual products. However, the total tax is calculated automatically based on the sum of the tax amounts for all of the individual products in a quote, order, or invoice.

  7. In the Shipping Information area, enter shipping details.

  8. In the Addresses area, enter shipping and billing addresses.

  9. Select Save in the lower-right corner of the screen.

Note

You close an invoice either by canceling the invoice or setting the invoice status as paid.

Edit an invoice

  1. Go to Sales > Invoices.

  2. Select the invoice you want to edit.

  3. Add or change any details about your invoice.

  4. Select Save in the lower-right corner of the screen.

Typical next steps

Right arrow button Close an opportunity as won or lost (Sales)

Home button Learn about the sales process, nurturing sales from lead to order

See also

Nurture sales from lead to order
Print leads, quotes, and other records