"Failed to generate the Sales Invoice because Sales Order use Shipment" error message when generating an Invoice from a Sale Order

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

• Partial Shipment

  Overview Partial shipments allow you to fulfill an order in stages, delivering only part of the ordered items initially, with the remaining items shipped at a later date. This can be particularly useful in scenarios where: Certain items are ...

• How to create a Sales Order

  The Sales Order records a request to sell goods or services. A Sales Order initiates the Sales Workflow and may be for products and/or services. When a sales order is for services only, it may also be referred to as a work order. CustomBooks™ tracks ...

• 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, ...

• Creating Sales Invoices

  Overview Sales Invoices are essential for documenting sales transactions, ensuring timely payment from customers, and maintaining accurate financial records. The calculations made on Sales Invoices are also used to calculate Cost of Goods Sold ...

• 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 ...