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Generating and processing sales invoices

Learn how to generate sales invoices from orders in Paragon by marking them as delivered and how to post them to Minox Online.

Sales invoices are typically generated automatically from an existing order. This occurs the moment you mark an order as delivered. This guide assumes you have an active order with the status Delivery Note (Afleverbon), meaning the goods have physically left the warehouse.

Processing the delivery

To trigger the invoice generation:

  1. Open the relevant sales order.

  2. Click the more actions arrow next to the green action button at the bottom of the screen.

  3. Select Delivered (Bezorgd).

  4. The system will now automatically prepare the invoice in the invoice module.

Note: The Delivered button is only visible when the "Ready for" status is set to Delivery Note. If you prefer to have all invoices sent automatically upon clicking this button, please contact your ParagonERP consultant.

Reviewing and posting the invoice

Once the delivery is processed, you must finalize the invoice:

  1. Navigate to the invoice (Factuur) module in the right-hand menu.

  2. Locate the newly created invoice.

    • Tip: If it does not appear immediately, click the list-detail toggle button (the module name) twice to refresh the list.

  3. Review the invoice details. To make adjustments, click the edit (pencil) icon in the top right.

  4. Click the more actions arrow next to the green action button and select Post (Boeken).

Depending on your Print and Email Configuration, the invoice will be displayed on your screen or emailed directly to the customer. Simultaneously, the financial journal entry is automatically posted to Minox Online.