---
title: SALES ORDERS - Batch Invoicing
description: Print a Customer invoice from a Sales Order without posting to Inventory, AR and GL, then Batch and Post at a later time. 
---

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# SALES ORDERS - Batch Invoicing

## Print a Customer invoice from a Sales Order without posting to Inventory, AR and GL, then Batch and Post at a later time.

![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-02-40-14-6338-PM.png?width=41&height=78&name=image-png-Dec-20-2022-02-40-14-6338-PM.png)

see also [Sales Orders - Post Invoice](https://cs.geminilogic.com/en/manual/sales-orders-post-invoice?hsLang=en)

- **activate** - Edit \> Company Settings \> Sales Orders \> Order Invoicing - select **Batch Invoicing**

![CompanySettingsSalesOrdersProcessInvoicingBatch-1](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsSalesOrdersProcessInvoicingBatch-1.png?width=521&height=458&name=CompanySettingsSalesOrdersProcessInvoicingBatch-1.png)

- new columns will appear in the Sales Order List **Invoice No., Batch No.**

- ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-02-42-37-2008-PM.png) print **Invoice** 
    - from Sales Order List select Sales Order(s) or - double-click a Sales Order to open it
      
      click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-02-42-37-2008-PM.png) **Invoice**
- **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-02-40-14-6338-PM.png?width=19&height=36&name=image-png-Dec-20-2022-02-40-14-6338-PM.png)** access **Batches** 
    - Sales Text Menu

               ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-04-2023-04-48-30-8726-PM.png?width=144&height=233&name=image-png-May-04-2023-04-48-30-8726-PM.png)

- - Sales Order List

             ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-04-2023-04-48-51-1053-PM.png?width=200&height=122&name=image-png-May-04-2023-04-48-51-1053-PM.png)

![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-04-2023-01-42-06-0923-PM.png?width=22&height=25&name=image-png-May-04-2023-01-42-06-0923-PM.png) **Create Batch**

- select to ![RadialButtonBlue](https://cs.geminilogic.com/hs-fs/hubfs/RadialButtonBlue.png?width=16&height=16&name=RadialButtonBlue.png) **Create New Batch** or ![RadialButtonBlue](https://cs.geminilogic.com/hs-fs/hubfs/RadialButtonBlue.png?width=16&height=16&name=RadialButtonBlue.png) **Add![SalesOrderBatchCreate](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderBatchCreate.png?width=189&height=278&name=SalesOrderBatchCreate.png)** 
   **To Existing** (select the **Batch No** you want to add to)

- choose for **Selected Orders** or all **Closed** (Invoiced) **Orders**
- option to choose **Invoice Date** of **Closed** (Invoiced) **Orders**
- select Reports to print 
    - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Print Batch Report**
    - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Trial Posting Report**
- option to ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) **Post Batch** right away or leave to Post at a later time
- click **Okay**

**![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-02-40-14-6338-PM.png?width=17&height=33&name=image-png-Dec-20-2022-02-40-14-6338-PM.png) View Batch List** to see previously created Batches

- ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-02-49-45-5885-PM.png) **Refresh** to load any invoice **Batches** that may have been entered since the last Refresh and which may not be displayed
- ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-02-50-01-3912-PM.png)![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-02-50-05-7153-PM.png) **Batches List Filters / Search / Customization** - see [Sales Orders List Filters](https://cs.geminilogic.com/en/manual/sales-orders-access-list-functionality?hsLang=en#SalesOrdersFilters)
- ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-02-50-45-0775-PM.png) **Export** the selected Batch(es) in Excel or CSV format
- ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-02-50-58-4185-PM.png) **Print** from list of related reports for the Batch(es) selected
- ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-02-51-08-9682-PM.png) **Trial Posting** will print the **Trial Post Transactions** report for the Batch(es) selected showing how the posting will affect the General Ledger once it's Posted
- ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-02-51-23-1888-PM.png) **Post** the selected Batch to Inventory, Accounts Receivable, and General Ledger
- **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-04-2023-06-49-27-8433-PM.png?width=28&height=30&name=image-png-May-04-2023-06-49-27-8433-PM.png) Remove from Batch List** to remove the selected Sales Order(s) from the Batch it(they) was (were) originally processed into 
    - option to  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-06-2023-01-03-00-6217-PM.png?width=24&height=28&name=image-png-May-06-2023-01-03-00-6217-PM.png) **Reopen Order** selected to enable editing - User Settings permitting (Edit \> User Settings \> Sales Orders - **Reopen Closed/Processed/Shipped Orders**

              ![SalesOrderListReopenOrder](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderListReopenOrder.png?width=630&height=293&name=SalesOrderListReopenOrder.png)

 

 

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