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Create an invoice from a delivery

Task
Module
Sales
Menu path
Satış › Faturalama › Faturalanmamış Teslimatlar (Sales › Billing › Unbilled Deliveries)
Screen route
/erp/sales/unbilled-shipments
Required permission
erp-invoicing-invoices.create
erp-invoicing-invoices.finalize
Prerequisites
  • e-Document is enabled in the installation (Yönetim › e-Belge Ayarları — Administration › e-Document Settings). If it is disabled, the Fatura Oluştur (Create Invoice) button is not displayed; an invoice reference is entered instead.
  • The goods issue for the delivery has been posted.
Screenshots

The screenshots for this page will be added from a demo installation with e-Document enabled.

Steps​

  1. Open the Satış › Faturalama › Faturalanmamış Teslimatlar (Sales › Billing › Unbilled Deliveries) screen; Belge türü (Document type) must be Teslimat (Delivery).
    Open screen/erp/sales/unbilled-shipments
  2. Check the deliveries to be invoiced and click Fatura Oluştur (Create Invoice).
    ClickFatura OluşturExpected: A draft invoice opens
  3. In the draft invoice, check the date, note, exchange rate and the exemption / withholding code of the lines; if you made changes, click Kaydet (Save). Price, discount and VAT come from the sales order and cannot be changed here.
    ClickKaydet
  4. Click Kesinleştir (Finalize). A finalized invoice is frozen: the parties, the channel (e-Invoice or e-Archive) and the totals no longer change.
    ClickKesinleştirExpected: Invoice finalized message
  5. Click GİB'e Gönder (Send to GİB). The transmission is queued; the integrator's result appears on the screen automatically.
    ClickGİB'e Gönder
Result
The invoice is transmitted to the Turkish Revenue Administration (GİB) through the integrator; its status is tracked in the Satış › Faturalama › Giden e-Faturalar (Sales › Billing › Outgoing e-Invoices) list. The delivery is removed from Faturalanmamış Teslimatlar (Unbilled Deliveries), and the invoice is posted to the customer account.

What you need to know​

  • Finalizing is not sending. Kesinleştir (Finalize) freezes the invoice; transmission to GİB is a separate step.
  • Kesinleştir (Finalize) cannot be clicked while there are unsaved changes — click Kaydet (Save) first.
  • A draft invoice can be deleted with Taslağı Sil (Delete Draft); the delivery becomes unbilled again.
  • If transmission fails, the button changes to Yeniden Gönder (Resend) — or Aynı Numarayla Yeniden Gönder (Resend with Same Number) if a number has already been assigned.