How to Generate Invoices in iDempiere

The Generate Invoices window in iDempiere automates AR Invoice creation from completed Sales Orders, removing the need to build every customer invoice manually.

It directly affects Accounts Receivable, revenue posting, and shipment reconciliation, since invoices are only created once the invoice rule and delivery conditions are satisfied.

Process Flow Diagram

Business Rules

• Only completed Sales Orders are eligible for invoice generation.
• Orders that are already fully invoiced are excluded automatically.
• The Invoice Rule on the Sales Order determines when invoicing is allowed.
• Immediate rule invoices directly from order lines without requiring a shipment.
• After Delivery rule requires a completed Customer Shipment before invoicing.
• After Complete Order rule waits until the entire order has been delivered.
• Consolidate to One Document merges multiple eligible orders into a single invoice.
• Minimum Amt skips invoice creation when the total is below the configured value.
• Shipment lines are marked Invoiced automatically to prevent duplicate billing.
• Payment Term and due dates are copied from the Sales Order to the invoice.
• Document Action Complete posts accounting entries immediately after generation.

Prerequisites

• Business Partner configured with a valid Payment Term and Price List.
• Sales Order completed with the Invoice Rule field set.
• Customer Shipment completed for After Delivery or After Complete Order rules.
• Document Type for AR Invoice configured for the organization.
• Organization and Warehouse configured for the selling location.

Configuration Steps

Step 1: Set the Invoice Date

Enter or accept the default Date Invoiced. Use the current billing date that matches your open accounting period.

Field	Sample Value	Description
Date Invoiced	07/03/2026	Accounting date applied to all generated invoice documents

Step 2: Filter the Orders to Process

Select an Organization or leave it as * for all branches. Optionally choose a single Order or Business Partner to restrict the run.

Field	Sample Value	Description
Organization	*	Restricts invoice generation to one branch or all organizations
Order	10000	Generates an invoice for a single selected Sales Order only
Business Partner	Alpha retail solutions	Generates invoices only for the selected customer

Step 3: Choose the Document Action

Set Document Action to Complete to post the invoice immediately, or Prepare to review it before completion.

Field	Sample Value	Description
Document Action	Complete	Defines the invoice status after generation: Complete or Prepare

Step 4: Enable Consolidate to One Document

Check Consolidate to One Document to merge eligible orders for the same customer into one invoice. Leave unchecked for one invoice per order.

Field	Sample Value	Description
Consolidate to one Document	Checked	Merges multiple orders of the same customer into a single invoice

Step 5: Set a Minimum Invoice Amount

Enter a value in Minimum Amt. Orders totaling below this amount are skipped and remain uninvoiced until combined with future orders.

Field	Sample Value	Description
Minimum Amt	1000	Skips invoice creation if the eligible total is below this value

Step 6: Run as Job and Start the Process

Check Run as Job for background processing on large data sets, then click Start. Review the process log for the created invoice count.

Field	Sample Value	Description
Run as Job	Unchecked	Executes the process asynchronously as a background job

Common Issues and Resolutions

Issue	Cause	Resolution
No invoices generated	Invoice Rule is After Delivery but shipment not completed	Complete the Customer Shipment before running the process
Order not billed again	Shipment lines already marked Invoiced	Check existing invoices; no action needed if already billed
Orders merged unexpectedly	Consolidate to One Document was checked	Uncheck the option to generate one invoice per order
Small orders never invoiced	Order total is below the configured Minimum Amt	Lower the threshold or wait until combined orders exceed it
Invoice stuck in Prepare status	Document Action was set to Prepare	Manually complete the invoice or rerun with Complete selected
Wrong payment terms on invoice	Business Partner Payment Term changed after order creation	Update the Sales Order Payment Term before invoicing
Process shows zero created count	No Sales Orders match Completed status with open quantity	Confirm the Sales Orders are completed and not already fully invoiced

Next Steps

• Configure Payment Selection to apply customer payments to the generated invoices.