Sales invoices can be created from scratch, or by using the details specified on an opportunity
Information on a specific sale or pending deal that you want to track. Opportunity is a standard Salesforce object.. You can create one sales invoice at a time, or a series of invoices by creating a recurring invoiceA special type of sales invoice that you enter only once but that causes several similar sales invoices to be generated automatically. Recurring invoices are typically used to request payment for regular bills, such as an annual maintenance agreement invoiced monthly. Alternatively you can use them to create invoices for scheduled monthly deliveries of products..
Convert from an existing opportunity
Sales invoices can be created using the information stored in an opportunity with Stage set to "Closed Won".
See Creating a Single Sales Invoice from an Opportunity and Creating a Recurring Invoice from an Opportunity for more information.
If you want to quickly convert multiple opportunities to sales invoices, see Creating Sales Invoices from Multiple Opportunities. A single sales invoice will be created from each selected opportunity. Note that recurring invoices cannot be created in this way.
Create from scratch
If you want to create a sales invoice without using the information stored in an opportunity, you can enter all the details from scratch.
See Creating a Single Sales Invoice from Scratch and Creating a Recurring Invoice from Scratch for more information.
Payment Schedules
A sales invoice can be paid in installments. You can do this by setting up a payment scheduleUsed to create a single invoice that has multiple values that are due for payment on different dates.. You cannot set up a payment schedule on a recurring invoice in Classic EditionThe view of the application that you see when you first install the base managed package.. Payment schedules are not supported on custom input forms so use Classic Edition or Extended Edition for sales invoices if you need to set up payment schedules.
See Defining Payment Schedules for more information.
Income Schedules
A single sales invoice can be associated with a one or more income schedules. You cannot set up an income scheduleUsed to spread the income (revenue) from a sales invoice across a range of accounting periods. on a recurring invoiceA special type of sales invoice that you enter only once but that causes several similar sales invoices to be generated automatically. Recurring invoices are typically used to request payment for regular bills, such as an annual maintenance agreement invoiced monthly. Alternatively you can use them to create invoices for scheduled monthly deliveries of products. in Classic EditionThe view of the application that you see when you first install the base managed package.. Income schedules are not supported on custom input forms so use Classic Edition or Extended Edition for sales invoices if you need to set up income schedules.
See Defining Income Schedules for more information.
Intercompany Sales Invoices
You can send a sales invoice from one company in your organization to another.
See About Intercompany Sales, Creating and Posting an Intercompany Sales Invoice and About Intercompany Accounts for more information.