Why can I only issue a Proforma Invoice and not an Invoice?

There can be three reasons why only the Proforma option is available:

 

• The customer or company profile is not invoiceable.
• The user is missing a privilege.
• The user is trying to invoice a Receivable invoice payment.

 

The customer or company profile is not invoiceable

 

Learn How to enable or disable the invoiceable option for a profile?

 

 

The user is missing a privilege

 

• To issue an invoice, the employee must have enabled the "Issue invoices" permission in their account.
• To turn on and off the invoiceable option, the employee must have enabled the "Turn invoicing off or on for profiles" permission in their account. 

 

 

 

The user is trying to invoice a Receivable invoice payment

 

Receivable invoice payments are generated after issuing an invoice thus they cannot be invoiced, they should be closed against a payment. 

 

Learn more on How to close an issued invoice.

 

If you need to invoice an item that is in the same open bill as the Receivable invoice payment, move it to a separate bill. Learn more on how to Add, move, or remove items from open bills.