Invoicing for JOP Extension for Microsoft Dynamics 365 Business Central

Invoicing in the JOP Extension
Invoice Batch

Invoicing in the JOP Extension

In the JOP Extension, the invoicing process deviates from the standard behavior in Microsoft Dynamics 365 Business Central. It is not possible to post invoices directly from the Sales Order page. This restriction exists because JOP supports various additional charges—such as minimum order or invoice amounts—which may not be tied to individual shipments.

Invoices are instead created using the periodic function Invoice Batch, which collects all eligible shipments and applies the necessary invoicing logic, including surcharges and grouping rules defined in the JOP configuration.

For general information about invoicing sales documents in Business Central, refer to the official documentation: Invoicing Sales — Business Central Documentation .

Key Differences in JOP Invoicing

  • No invoice posting from the Sales Order page.
  • Invoices are generated periodically using the "Invoice Batch" action.
  • Supports surcharge logic (e.g., energy, packaging, customs, minimum order/invoice values).
  • Supports collective invoicing based on shared invoice codes.

Invoice Batch

The Invoice Batch automatically creates sales invoices from posted shipments that are ready for invoicing.

Depending on the selected Invoicing Method, the function creates one invoice per shipment or combines multiple shipments into one invoice. A single batch run may therefore create one or many sales invoices.

Processed shipments are marked as invoiced and are excluded from future invoice batches.

Shipments excluded from invoicing

During the batch run, the system invoices only shipments that are eligible for invoicing. The following shipments are skipped:
  • Shipments that have already been invoiced.
  • Cancelled shipments.
  • Shipments that are on hold.
  • Shipments for non-chargeable orders, if non-chargeable invoices are disabled in the JOP Setup.
  • Shipments belonging to customers that are blocked for invoicing.
  • For the Order invoicing method, shipments belonging to sales orders that are not yet completely shipped.
  • Shipments that do not match the selected invoice batch, for example because they belong to a different customer, currency, responsibility center, production department, or collective invoice code.

Shipments without invoiceable quantities do not generate invoice lines. After processing, they are marked as invoiced and are excluded from future invoice batches.

Invoicing methods

Shipment

Creates one sales invoice for each posted shipment included in the batch.

Order

Creates one sales invoice for each sales order. If an order has been delivered in multiple shipments, all eligible posted shipments belonging to that order are combined into one invoice.

The sales order must be completely shipped before it can be invoiced.

Collective

Creates one sales invoice for each collective invoice group. All eligible posted shipments belonging to the same group are combined into one invoice.

To be included in the same invoice, shipments must have matching invoice grouping criteria, including:

  • Bill-to Customer
  • Sell-to Customer
  • Currency
  • Prices Including VAT
  • Responsibility Center
  • Production Department, when invoice batching is configured by production department
  • Collective Invoice Code

Information copied to the invoice

For each invoice created, the system copies relevant information such as:

  • Invoiceable shipment lines
  • Product and pricing information
  • Line descriptions
  • Dimensions
  • Line properties
  • Shipment references
  • Order references
  • Responsibility Center
  • Production Department

The system can also add order and shipment headings to make the invoice easier to read.

Shipment comment lines

Whether shipment comment lines are copied is controlled by the Copy Comment Lines setting on the Responsibility Center.

When this setting is enabled, applicable comment lines associated with invoiceable shipment lines are copied to the invoice.

Automatic charges

Depending on the applicable setup, the system can automatically create additional invoice lines for:

  • Energy surcharge
  • Express surcharge
  • Packaging costs
  • Shipping costs
  • Customs clearance costs
  • Minimum position amount
  • Minimum order amount
  • Minimum invoice amount

Only configured and billable charges are added.

Result

When the batch run is completed successfully:

  • One or more sales invoices are created.
  • Multiple shipments may be combined into one invoice, depending on the invoicing method.
  • Successfully processed shipments are marked as invoiced.
  • Applicable surcharge and minimum amount lines are added automatically.

Notes

  • Scrap quantities are not invoiced.
  • Shipments without invoiceable quantities do not create invoice lines.
  • Existing sales invoices are not modified.
  • If validation errors occur, correct the reported errors before running Invoice Batch again.