Skip to main content

Enter an invoice reference

Task
Module
Sales
Menu path
Satış › Faturalama › Faturalanmamış Teslimatlar (Sales › Billing › Unbilled Deliveries)
Screen route
/erp/sales/unbilled-shipments
Required permission
erp-invoicing-references.create
Prerequisites
  • The goods issue for the delivery has been posted.
  • The invoice has been issued outside the system, and you have its number and date.

Installations that issue invoices in an accounting program or the e-Invoice portal use this path. If CoreX issues the invoice (e-Document enabled), create an invoice from the delivery instead.

Steps​

  1. Open the Satış › Faturalama › Faturalanmamış Teslimatlar (Sales › Billing › Unbilled Deliveries) screen.
    Open screen/erp/sales/unbilled-shipments
  2. Check the deliveries that have been invoiced. For a collective invoice, select all deliveries of the same invoice together.
    CheckBelge No
  3. Click Fatura Referansı Gir (Enter Invoice Reference).
    ClickFatura Referansı Gir
    Unbilled Deliveries
    1. 1Select the deliveries to invoice
    2. 2Invoice deadline — 7 days after delivery
    3. 3Enter Invoice Reference — trace of an externally issued invoice
  4. Enter the Fatura No (Invoice No.) and the Fatura Tarihi (Invoice Date). Fatura Tutarı (Invoice Amount) and KDV Tutarı (VAT Amount) are optional; if they are entered, Para Birimi (Currency) is required.
    EnterFatura NoValue: DMO2026000000187
  5. Click Kaydet (Save).
    ClickKaydet
    Enter Invoice Reference dialog
    1. 1Invoice number — the same number may cover several deliveries
    2. 2Invoice date
    3. 3Amount and VAT — optional, a mismatch does not block
    4. 4Save — the delivery is marked as invoiced
Result
The selected deliveries are marked as invoiced and removed from the Faturalanmamış Teslimatlar (Unbilled Deliveries) list. A reference is not an invoice: no tax is calculated and nothing is posted to the customer account — the financial record is kept in the program that issued the invoice.

What you need to know​

  • An invoice is expected within 7 days after the delivery. Deliveries whose Fatura Son Günü (Invoice Due Date) has passed are shown in the list with a warning; they can be isolated with the Yalnız 7 günü geçenler (Only those older than 7 days) filter.
  • Saving is not blocked even if the amount does not match the document's calculation; the source of truth is the platform that issued the invoice.
  • For an export transaction, the Gümrük Beyannamesi (Customs Declaration) number and date are entered together.