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How to generate a new Customer Sales Invoice after original was cancelled before posted/Auth

  • Sep 24, 2024 5:22 PM UTC
  • 5 replies
  • 104 views
Sidekick (Customer)
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Process to create Customer Sales Invoice for materials issued on Work Order.  The materials that have been issued on Work task are “Invoiceable”.  Followed the steps below:

  • Generate Invoice preview
  • Did ‘Approve-Online’ of Invoice Preview
  • Customer Order was created and released
  • Customer Sales Invoice was created
  • Invoice was Cancelled Invoice before printing 
  • Customer Order now shows status of Delivered
  • Work Task Sales line status = Transferred

 

Problem is my Customer Sales Invoice is now cancelled and the status of the Customer Order is Delivered.  How to I generate another invoice for the Work Task Sales lines?

Any help would be greatly appreciated.

Thanks

Shelley

 

 

    5 replies

    Sidekick (Customer)
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    • smelanson
    • Author
    • Sidekick (Customer)
    • Sep 24, 2024 5:41 PM UTC

    Disregard.  I figured it out

     

    Marcel.Ausan
    Ultimate Hero (Partner)
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    • Marcel.Ausan
    • Ultimate Hero (Partner)
    • Sep 25, 2024 6:59 AM UTC

    @smelanson would be nice to list the steps you did and mark your answer as solution. It might be helful for other users in the future.

    https://www.linkedin.com/in/marcelausan/
      Do Gooder (Customer)
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      • HZIKVITTEKO
      • Do Gooder (Customer)
      • Mar 23, 2026 3:24 PM UTC

      Disregard.  I figured it out

       

      Would be possible to share a list of the steps you performed in IFS? Thanks.

      Sidekick (Customer)
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      • smelanson
      • Author
      • Sidekick (Customer)
      • Mar 23, 2026 4:06 PM UTC

      Open the Create Customer Invoice screen

      • Search for the Customer Order number
      • Select the line you want to invoice
      • select Create Invoice button
        • Click Ok to "Create invoice for selected customer order(s)

       

      A screenshot of a computerAI-generated content may be incorrect.

       

      Customer Invoice Lines 

      • search for the Preliminary Invoice No or the Invoice Date 

      The Customer Order lines that were delivered are now Preliminary Customer Invoice Lines.  

       

      A screenshot of a computerAI-generated content may be incorrect.

       

      • select the "Preliminary" Customer Invoice lines
      • click on the Customer Invoice button

       

      On the Customer Invoice screen

      • click the Share button
      • select 'Print Invoice'
      Do Gooder (Customer)
      Forum|alt.badge.img+1
      • HZIKVITTEKO
      • Do Gooder (Customer)
      • Mar 24, 2026 10:41 AM UTC

      Open the Create Customer Invoice screen

      • Search for the Customer Order number
      • Select the line you want to invoice
      • select Create Invoice button
        • Click Ok to "Create invoice for selected customer order(s)

       

       

      Customer Invoice Lines 

      • search for the Preliminary Invoice No or the Invoice Date 

      The Customer Order lines that were delivered are now Preliminary Customer Invoice Lines.  

       

       

      • select the "Preliminary" Customer Invoice lines
      • click on the Customer Invoice button

       

      On the Customer Invoice screen

      • click the Share button
      • select 'Print Invoice'

      Thank you for your reply. I have now realized that your invoice which you cancelled was still in preliminary status and it was not the cancellation of the regular invoice, but the preliminary one. I thought you found a way how to reopen the line after it has been already invoiced and cancelled with the credit note.

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