I got an error message "Failed to generate the Sales Invoices because Sales Order use Shipment". I don't understand this message why I cannot convert the Sales Order to a Sales Invoice.

I got an error message "Failed to generate the Sales Invoices because Sales Order use Shipment". I don't understand this message why I cannot convert the Sales Order to a Sales Invoice.

When a Sales Order is created, if the Checkbox for "Use Shipment" is enabled, a Shipment has to be created before this can be invoiced. This is to make sure the order gets shipped out.

Check the checkbox and save the document - you will now be able to Generate a Shipment from the Sales Order. If you want to skip the shipment, uncheck the box and save the order - you will now be able to Generate an Invoice from the Sales Order.


The "Use Shipment" checkbox for using Shipments
    • Related Articles

    • How to create a Shipment

      Shipments The Shipment document is used to record the shipment of an order to a customer. In the sales flow, this document comes after the sales order and before the sales invoice. If used, posting the shipment document affects inventory by reducing ...
    • Partial Shipment Error - "For Items, a quantity is required"

      Error Message Sometimes it's necessary to partially ship or exclude some items on the Shipment, however you may end up getting an error message "For Items, a quantity is required." This error message shows when posting a Shipment when the item ...
    • How to create Sales Invoices?

      Sales Invoices track sales of products or services for inventory control and for tax and accounting purposes. Sales Invoices record a customer’s liability to you and record income from the transaction. The calculations made on Sales Invoices are also ...
    • Sales Module Overview

      Sales Sales in CustomBooks™ includes all the necessary functionality to properly record Sales and its related activities. The Sales Module in CustomBooks™ includes Sales Quotes, Sales Orders, Shipments Sales Invoices, Cash Receipts, Cash Sales, ...
    • Sales Workflow

      Sales Workflow The following diagram depicts several CustomBooks™ Workflows. Please note that some documents are optional in workflows. Sales Documents that are optional : Sales Quote, Sales Order, Shipment, Credit Memo. Sales Documents that have an ...