Create A/R Invoice

Create a new A/R Invoice by entering header information, adding line items, and setting payment and pricing details. The form supports both manual creation and copying from Commerce documents such as sales quotations, sales orders, and sales deliveries.

Accessing the Page

From the A/R Invoices list, click New Invoice, or navigate directly to /finance/ar/invoices/new.

To create from a Commerce document, click New from Quotation, New from Order, or New from Delivery on the list page, then select the source document from the search dialog.

Form Overview

The form is organized into three areas:

Area	Description
Document Header	Customer, date, due date, contact, addresses, currency, reference
Line Items	Editable table of items, quantities, prices, discounts, taxes, and warehouses
Document Footer	Payment terms, price list, sales person, remarks, and totals summary

Button	Behavior
Create Invoice	Validate and submit the form
Cancel	Discard and return to the list

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Document Header Fields

Field	Required	Type	Description	Default	Validation
Customer	Yes	Entity select	Business partner with Customer role and Active status	—	Must be an active customer; warning shown if partner is on hold
Document Date	Yes	Date	Invoice date	Today	—
Due Date	No	Date	Payment due date	Derived from payment terms	Cannot be before the document date
Contact	No	Entity select	Contact person from the selected customer	—	Filtered to active contacts for the selected BP
Billing Address	No	Entity select	Billing address from the selected customer	—	Filtered to billing-type addresses for the selected BP
Shipping Address	No	Entity select	Shipping address from the selected customer	—	Filtered to shipping-type addresses for the selected BP
Currency	Yes	Select	Transaction currency	Customer default or tenant default	Only currencies enabled for the tenant
Reference	No	Text	External reference number (purchase order number, etc.)	—	—

When a customer is selected, the form automatically populates the currency, payment terms, price list, and contact from the business partner’s defaults. If the customer’s fiscal information is incomplete, a warning banner appears with a link to complete the fiscal fields inline.

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Line Items

Each line item represents a product or service included in the invoice.

Field	Required	Type	Description	Default	Validation
Item	Yes	Entity select	Item from the product catalog	—	Must be a valid item code
Description	No	Text	Override or additional line description	Item name	—
Quantity	Yes	Number	Number of units	1	Must be greater than 0
Unit Price	Yes	Number	Price per unit	From price list	Min 0
Disc %	No	Number	Line-level discount percentage	0	0–100
Tax Category	Yes	Entity select	Tax category for the line	—	Required; determines the tax rate
Warehouse	Yes	Entity select	Warehouse associated with this line	—	Required
Notes	No	Text	Line-level notes	—	—

Computed columns shown in the table: Tax Amount, Price After Discount, Line Total.

Click Add Line to append a new row. When a price list is changed and existing lines have prices, a confirmation dialog asks whether to update all line prices from the new price list.

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Document Footer Fields

Field	Required	Type	Description	Default	Validation
Payment Terms	Yes	Entity select	Payment terms defining due date calculation	Customer default or tenant default	—
Price List	Yes	Entity select	Price list used for line item pricing	Customer default or tenant default	—
Sales Person	No	Entity select	Employee assigned as the sales agent	—	Filtered to employees with the sales-agent role
Remarks	No	Textarea	Free-text notes on the document	—	—

The totals panel shows: Subtotal, Discount Amount, Tax Total, and Grand Total.

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Validation Rules

Rule	Behavior
Customer required	Cannot submit without a customer
Payment Terms required	Cannot submit without payment terms
Price List required	Cannot submit without a price list
At least one line required	Cannot submit with an empty lines table
Quantity > 0	All lines must have a positive quantity
Tax Category required per line	Each line must have a tax category
Warehouse required per line	Each line must have a warehouse
Stocked-item lines require a Sales Delivery source	Invoices with stocked lines must originate from a Sales Delivery before they can be posted
Due date ≥ document date	Due date cannot precede the document date
BP on hold warning	A warning is shown if the customer is on hold; the form can still be submitted
BP fiscal incomplete	A warning is shown if fiscal fields are missing; a link allows inline editing
Price list masked	If the user does not have access to the selected price list, amounts are masked

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Post-save behavior

After successful creation the invoice is assigned a document number with Draft status and you are redirected to the A/R Invoice Detail page. From there you can post, edit, or apply credit memos.

Commerce Copy-From Flow

When creating from a Commerce document:

1. Click New from Quotation, New from Order, or New from Delivery on the list page
2. A search dialog opens — search by document number or customer name
3. After selecting a document, a Line Picker dialog opens showing lines with remaining invoiceable quantities
4. Select lines and quantities to invoice, then confirm
5. The invoice is created immediately and you are redirected to the detail page

If all lines have already been fully invoiced, a warning is displayed and the flow is cancelled.

Common tasks

1. Open the A/R Invoices list from the sidebar.
2. Click New Invoice and fill in the customer, date, and line details.
3. Click Create Invoice — the system saves the draft and navigates to the detail page.

Permissions & system behavior

• Creating invoices requires the canCreateARInvoice permission.
• If the selected price list is restricted from the current user, line prices are masked.
• Customer defaults (currency, payment terms, price list) are fetched automatically when a customer is selected.

Related Pages

• A/R Invoices — List all invoices
• A/R Invoice Detail — View, post, or manage an invoice
• Edit A/R Invoice — Edit a Draft invoice
• Cash Invoice — Create an invoice and receipt together
• A/R Credit Memos — Apply credits after posting