Invoice — entity reference

A sales invoice bills a customer for goods or services and turns the sale into a receivable. It is usually released from a sales order, and can also be created from a delivery order, by trade-claim settlement or by hand, in the Sales and Finance apps. It receives a document number from document numbering (shipped series INV) and starts as Draft. Header money figures are calculated from its lines. Post General Ledger posts one balanced journal and a receivable item for the customer, and a business rule moves the status to Posted; Post Inventory moves the stock. Payments linked to the invoice reduce its outstanding amount. A posted invoice can be cancelled within a configurable window, which reverses its stock movement, settled payments and journals and sets the status to Cancelled; it cannot be deleted. In India the invoice also carries the e-invoice and e-way bill actions. Step-by-step procedures are on the Invoices page of the Sales documentation.

Fields

Field	Label	Type	Required	What it does
`AccountId`	Account	Lookup → Account	Yes	The customer being billed — the party side of the receivable, and the account stamped on the AR control leg of the journal and on the resulting open item. Do not confuse it with PartnerAccountId, which is the company that owns the document. It is fixed after creation and is the field the credit-limit breach message points at.
`AccountName`	Account Name	Text
`AdjustedAmount`	Adjusted Amount	Currency		Running total of PaymentAdjustment amounts applied to this invoice; the payment-application path adds each adjustment here and immediately recomputes OpenAmount as TotalAmount minus this value. Reversing an adjustment subtracts it back. An adjustment larger than the current OpenAmount is rejected.
`AmountPaid`	Amount Paid	Currency		Roll-up of the Amount of every Payment tagged with this invoice, recomputed by the payment save pipeline on insert, on edit of the amount or invoice link, and on delete. It counts payments pointed at the invoice, not money actually allocated in the subledger, so it can exceed what a settlement allocation records. Defaults to zero and is protected against direct user edits.
`ApproximateDistance`	Approximate Distance	Decimal
`AssetId`	Asset	Lookup
`BillingAddress`	Billing Address	Text
`BillingCity`	Billing City	PickList		Values: Mumbai, Pune, Chandigarh.
`BillingCityPlaceId`	Billing City	Lookup → Place		Values: Mumbai, Pune, Chandigarh.
`BillingContactAddressId`	Billing Address	Lookup → ContactAddress
`BillingCountry`	Billing Country	PickList		Values: India.
`BillingPostalCode`	Billing Postal Code	Text
`BillingRegion`	Billing Region	Text
`BillingState`	Billing State	PickList		Values: Haryana, Maharashtra, New Delhi, Punjab.
`BillingStreet`	Billing Street	Text
`BranchId`	Branch	Lookup → Branch		The branch of the partner account that issues the invoice. Only active branches of the chosen partner account are accepted, and it is required when the partner account has branches. It cannot be changed once saved.
`CessValue`	Cess Value	Calculated (calculated)		Cess Value (E-Invoice)
`ClaimBatchId`	Claim Batch	Lookup → ClaimBatch
`ClaimId`	Claim	Lookup → Claim
`ContactId`	Contact	Lookup → Contact
`ContactName`	Contact Name	Text
`ContactNumber`	Contact Number	Text
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`DeliveryOrderId`	Delivery Order	Lookup → DeliveryOrder
`Discount`	Discount	Percent		A header discount expressed as a multiplier, not a percentage out of a hundred — the line formulas apply it as base amount times this value, so 0.10 means ten percent. Changing it pushes the value down onto the invoice lines, and each line also exposes it read-only as InvoiceDiscount.
`DiscountGroupId`	Discount Group	Lookup → DiscountGroup		The discount group whose contract discount rules apply to the invoice lines. Read-only on the saved invoice.
`DocumentDate`	Document Date	Date		Stamped with the server clock at creation and used as the journal date when the invoice posts. It is also the anchor for the cancellation window — the window is measured from this value against the current server time, deliberately rather than from the journal's database-generated timestamp, whose clock and timezone are the database server's.
`DocumentSeries`	Document Series	Calculated (calculated)		Metadata-calculated by concatenating the owning company's document-name code with the branch's document-name code, so it identifies which numbering series the document belongs to rather than holding a sequence number. The domain object also falls back to that concatenation when the stored column is empty.
`DueDate`	Due Date	Date		The date payment is due. Invoices with an outstanding amount and a due date in the past are counted in the Overdue Receivables summary card.
`EINVAckDate`	Ack Date (eInvoice)	Text
`EINVAckNo`	Ack No (eInvoice)	Text
`EINVAdditionalCurrencyCode`	Additional Currency Code (eInvoice)	Text
`EINVCancellationDate`	EINV CancellationDate	Date
`EINVCancellationReason`	EINVCancellationReason	Text
`EINVCancellationRemarks`	EINV Cancellation Remarks	Text
`EINVCommerceOperatorGSTIN`	e-Commerce Operator GSTIN (eInvoice)	Text
`EINVExportDutyAmount`	Export Duty Amount (eInvoice)	Currency
`EINVIGSTApplicability`	IGST Applicability (eInvoice)	Boolean
`EINVIRN`	Invoice Reference Number (eInvoice)	Text, unique
`EinvoiceImage`	E-Invoice Image	LongMultiLineText
`EINVPayload`	Payload (eInvoice)	LongMultiLineText
`EINVPortCode`	Port Code (eInvoice)	Text
`EINVQRCode`	QR Code (eInvoice)	LongMultiLineText
`EINVRemarks`	Remarks (eInvoice)	Text
`EINVResponse`	Response (eInvoice)	LongMultiLineText
`EINVReverseCharge`	Reverse Charge (eInvoice)	Boolean
`EINVShippingBillDate`	Shipping Bill Date (eInvoice)	Date
`EINVShippingBillNumber`	Shipping Bill Number (eInvoice)	Text
`EINVSignedInvoice`	Signed Invoice (eInvoice)	LongMultiLineText
`EINVStatus`	Status (eInvoice)	PickList		Tracks the invoice-registration-portal lifecycle across the vocabulary Pending, Ready For IRN, Generated, Cancelled and Error. Staging the payload sets it to Pending; the bound integration flow advances it, and a dedicated action can set it (typically to Ready For IRN) inside the same save so the flow reacts on that write. It is an edit-protected system field, writable only while those flows run. Values: Pending, Generated, Cancelled, Error, Ready For IRN.
`EINVSupplierCanOptRefund`	Supplier Can Opt Refund (eInvoice)	Boolean
`EINVSupplyTypeCode`	Supply Type Code (eInvoice)	PickList		Values: B2B, SEZWP, SEZWOP, EXPWP, EXPWOP, DEXP, O.
`EINVTaxScheme`	Tax Scheme (eInvoice)	Text
`EWayBillDate`	E-Way Bill Date	DateAndTime		The date and time the e-way bill was generated, recorded with the e-way bill number.
`EWayBillNumber`	E-Way Bill Number	Text		The e-way bill number, recorded when the GST integration returns it after E Way Bill is run, and cleared when the e-way bill is cancelled.
`ExecutiveResourceId`	Executive Resource	Lookup → Resource
`ExternalId`	External ID	Text
`FieldSalesId`	Field Sales	Lookup → FieldSales
`FinanceAmount`	Finance Amount	Currency		Not a receivables figure. It is the total DisbursedAmount of the FinanceCase records attached to this invoice — how much a financier has funded against it — and is refreshed whenever those finance cases change. It is nonetheless the amount used as the proposed exposure in the credit-limit check when an invoice is created, and it is edit-protected as a system field.
`GeneralLedgerId`	General Ledger	Lookup → GeneralLedger
`GLAccountId`	GL Account	Lookup → GLAccount
`GLAmount`	GL Amount	Calculated (calculated)		Metadata-calculated as TotalLineAmount plus TotalLineTaxAmount. It is not, however, what actually gets posted: when the invoice has lines the journal's receivable leg is built from the sum of the line legs plus their tax, and the header amount field is consulted only for header-only postings. Treat it as a display total that should agree with the posting rather than as the posting input.
`GLPostingType`	GL Posting Type	PickList		Selects the control account for the header leg at posting time: unset or 'Credit' posts to Accounts Receivable, 'Cash', 'Bank' and 'Credit Card' post to those account types instead, and any other value falls back to Accounts Receivable. The seeded pick list currently offers only 'Credit', so cash-style invoicing requires adding the other values first. Values: Credit.
`GSTIN`	GSTIN	Text		The customer's GST identification number. Its format is checked when an Indian invoice is saved.
`GSTInvoiceType`	GST Invoice Type	Text
`Id`	Id	Guid	Yes
`IgnoredSchemeLineId`	Ignored Scheme Line	Text
`InventoryFulfilmentId`	Inventory Fulfilment	Lookup → InventoryFulfilment
`InvName`	Inv Name (For E-Invoice)	Text		Derived from the generated document name by dropping the leading series prefix, so INV-13072026-000177 becomes 13072026-000177.
`InvoiceGroup`	Invoice Group	PickList
`InvoiceNumber`	Invoice Number	Text		Treat any value here as externally supplied (for example an interface or migration) and never as the authoritative document number.
`InvoiceReferenceNumber`	Invoice Reference Number	Text
`IsGLPosted`	GL Posted	Boolean		Set by the posting pipeline to record that a journal now exists for this invoice; it is a system field the platform blocks users from editing. Because postings are append-only, a reversal does not clear it — use the invoice's journals and its open item to judge the current ledger state rather than relying on this flag alone.
`IsGLPostingApproved`	GL Posting Approved	Boolean		The real posting gate. The posting action turns it on before building the journal, and the posting engine reverses an existing journal instead of writing one whenever this is false or the record is being deleted. It is also the trigger the business rule watches to move Status to Posted, and it is edit-protected except while a system-driven posting is running.
`IsILPostingApproved`	Is IL Posting Approved	Calculated (calculated)		True when every line has been posted to the inventory ledger. The Post Inventory button is hidden once it is true.
`IsInJobQueue`	In Job Queue	Boolean, unique
`IsKPICalculated`	KPI Calculated	Boolean, unique		It will stay at its stored value forever and should not be used to infer that anything has been computed.
`ItemServiceContractId`	Item Service Contract	Lookup → ItemServiceContract
`JobInterfaceQueueId`	Job Queue	Lookup → InterfaceQueue
`LRDate`	LR Date	DateAndTime
`LRNumber`	LR Number	Text
`ModeOfPayment`	Mode Of Payment	PickList		Values: Card, Electronic Transfer.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Document Number	Text		The invoice's document number, generated on creation from the Invoice document numbering setting. The shipped format is INV, the day, month and year, and a six-digit counter, joined by hyphens. A save that fails consumes no number.
`OpenAmount`	Open Amount	Calculated (calculated)		Metadata-calculated as TotalAmount minus AdjustedAmount, so it falls only as PaymentAdjustment rows are applied — not when a Payment is merely tagged to the invoice. This is the field the open-documents lookup filters on (greater than zero means still applicable), and it is a document-level figure kept separately from the OpenTransaction open item the ledger actually settles.
`OrderId`	Order	Lookup → Order		The sales order this invoice was released from, empty for an invoice created by hand. It cannot be changed once saved, and an invoice created from an order keeps the order's account, partner account and branch.
`OutstandingAmount`	Outstanding Amount	Calculated (calculated)		Metadata-calculated as TotalAmount minus AmountPaid — a second, different measure of what is unpaid from OpenAmount, which nets adjustments instead of payments. The two disagree whenever payments and adjustments are not in step. The overdue-receivables insight signal reads this field together with DueDate.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartnerAccountId`	Partner Account	Lookup → Account		The owning company or dealer entity, not the customer. It scopes account resolution and posting rules, and posting is skipped altogether unless this account has GL posting enabled. It cannot be changed after creation, and when the invoice came from an order it also cannot be edited away from the order's value.
`PartnerAccountName`	Partner Account Name	Text
`PaymentTerms`	Payment Terms	Text		The agreed payment terms, as free text.
`PendingDeliveryQuantity`	Pending Delivery Quantity	Calculated (calculated)		The total quantity on the lines still waiting for a delivery order. The shipped layout shows Delivery, Post General Ledger, Post Inventory, Apply Scheme and Create Shipment only while this is above zero and the invoice is Draft.
`PerformGLPosting`	Perform GL Posting	Boolean
`PerformKPICalculation`	Perform KPI Calculation	Boolean, unique
`PlaceOfSupply`	Place of Supply	PickList		The state the goods or services are supplied to, used to decide the tax supply type. Values: Maharashtra, Gujarat, Rajasthan, Haryana.
`PorterContactNumber`	Porter Contact Number	Text
`PriceAsOnDate`	Price As On Date	Date		The date for which prices are read from the price list.
`PriceListId`	Price List	Lookup → PriceList		The price list line prices are read from. Read-only on the saved invoice.
`RecordTypeId`	Record Type	Guid, hidden
`Remark`	Remarks	Text		Free-text notes on the invoice.
`RepairOrderServiceOrderId`	Repair Order	Lookup → ServiceOrder		The repair order this service invoice bills. When filled, a posted invoice prints with Print Service Invoice instead of Print Invoice.
`RNAExternalId`	RNA External ID	Text
`RoundOff`	Round Off	Currency		Declared and defaulted to zero, but no code path computes or applies it: the rounding service that would populate it is only referenced in a comment in the invoice handler. It does not participate in any calculated total and is not posted, so a value here has no effect on the document or the ledger.
`SalesExecutiveResourceId`	Executive	Lookup → Resource		The sales executive responsible for the invoice. Only active resources can be chosen; the shipped New Invoice form requires it.
`ServiceContractItemId`	Service Contract Item	Lookup → Item
`ServiceResourceId`	Service Advisor	Lookup → Resource
`ServiceTypeId`	Service Type	Lookup → ServiceType
`ShippingAddress`	Shipping Address	Text
`ShippingCity`	Shipping City	PickList		Values: Mumbai, Pune, Chandigarh.
`ShippingCityPlaceId`	Shipping City	Lookup → Place		Values: Pune, Mumbai, Chandigarh.
`ShippingContactAddressId`	Shipping Address	Lookup → ContactAddress
`ShippingCountry`	Shipping Country	PickList		Values: India.
`ShippingPostalCode`	Shipping Postal Code	Text
`ShippingRegion`	Shipping Region	Text
`ShippingState`	Shipping State	PickList		Values: Haryana, Maharashtra, New Delhi, Punjab.
`ShippingStreet`	Shipping Street	Text
`SkipScheme`	Skip Scheme	Boolean, unique		When on, trade schemes are not applied to this invoice.
`SourceOfSupply`	Source of Supply	PickList		The state the goods or services are supplied from, used to decide the tax supply type. Values: Haryana, Rajasthan, Gujarat, Maharashtra.
`Status`	Status	PickList		Draft, Posted or Cancelled. It starts as Draft. Shipped business rules set it to Posted when the invoice is approved for ledger posting and to Cancelled when any line has a cancelled quantity, which is what the Cancel action does. A manual change that disagrees with the posting state shows the message Invoice Status Not Editable. Values: Draft, Posted, Cancelled.
`SubscriptionId`	Subscription	Lookup → Subscription
`SupplierBranchId`	Supplier Branch	Lookup → Branch		The branch the goods are supplied from. A shipment can only be created from the invoice when this is filled, in organizations that use branches.
`SupplierPartnerAccountId`	Supplier Partner Account	Lookup → Account
`Tax1`	Tax1	Currency
`Tax1Name`	Tax Name 1	Text
`Tax1Rate`	Tax Rate 1	Currency
`Tax1Type`	Tax Type 1	Text
`TaxGroupId`	Tax Group	Lookup → TaxGroup
`TaxId`	Tax	Lookup → Tax
`TaxSupplyType`	Tax Supply Type	PickList		Whether the supply is Within State, Outside State or Exempt. For Indian invoices it is derived from the supply locations when the invoice is saved and decides whether CGST and SGST or IGST apply. Values: Within State, Outside State, Exempt.
`TCSEligibleAmount`	TCS Eligible Amount	Currency		The base the header-level tax group is applied to. It does not drive the line-level tax-collected-at-source posting, which keys off the collection section tagged on individual lines.
`TotalAmount`	Total Amount	Calculated (calculated)		Metadata-calculated as the sum of InvoiceLine.GrossAmount, so it is tax-inclusive and is the base for both OpenAmount and OutstandingAmount. It shares its formula exactly with TotalLineGrossAmount on this same entity, so the two always hold the same number.
`TotalAmountInWords`	Total Amount In Words	Text		Regenerated from the document total after a save, but only for updates — the refresh runs in the post-save step for modified records only, so a freshly created invoice has no words until it is edited once. Do not rely on it being present on a newly inserted record.
`TotalDiscountAmount`	Total Discount Amount	Calculated (calculated)		Metadata-calculated as the sum of InvoiceLine.NetDiscount, which already collapses the ordinary, secondary and contract discount pairs on each line. It deliberately excludes scheme discount, which rolls up separately into TotalSchemeDiscountAmount2.
`TotalInvoiceValue`	Total Invoice Value	Calculated (calculated)
`TotalLineAmount`	Total Line Amount	Calculated (calculated)		Metadata-calculated as the sum of InvoiceLine.Amount — the net-of-discount, pre-tax value of the lines. Together with TotalLineTaxAmount it forms GLAmount.
`TotalLineBaseAmount`	Total Line Base Amount	Calculated (calculated)
`TotalLineGrossAmount`	Total Line Gross Amount	Calculated (calculated)
`TotalLineQuantity`	Total Line Quantity	Calculated (calculated)
`TotalLineTaxAmount`	Total Line Tax Amount	Calculated (calculated)		Metadata-calculated as the sum of InvoiceLine.TaxAmount, which is itself the total of all six tax slots on each line. This is the whole tax on the document, unlike TotalTaxAmount and its siblings which each roll up a single component slot.
`TotalSchemeDiscountAmount2`	Total Scheme Amount	Calculated (calculated)		Metadata-calculated as the sum of InvoiceLine.NetSchemeDiscount — the promotional-scheme discount only, kept apart from TotalDiscountAmount.
`TotalStateCESSValue`	Total State CESS Value	Calculated (calculated)
`TotalTaxAmount`	Total Tax Amount 1	Calculated (calculated)		Not the grand total of tax: it is metadata-calculated as the sum of the line-level Tax1 slot only. Which tax component lands in slot 1 depends on the tax group configuration, so this is a per-component subtotal (commonly CGST or IGST). For all tax on the document use TotalLineTaxAmount.
`TotalTaxAmount2`	Total Tax Amount 2	Calculated (calculated)		Metadata-calculated as the sum of the line-level Tax2 slot — the second tax component of the line's tax group, commonly SGST. It is a per-component subtotal, not a running total that includes TotalTaxAmount.
`TotalTaxAmount3`	Total Tax Amount 3	Calculated (calculated)
`TransactionType`	Transaction Type	PickList		Claim Settlement for invoices raised by trade-claim settlement.
`TransportDocumentDate`	Transport Document Date	DateAndTime
`TransportDocumentNumber`	Transport Document No.	Text
`TransporterGSTIN`	Transporter GSTIN	Text
`TransporterName`	Transporter Name	Text
`TransportMode`	Transport Mode	Text
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes
`VehicleNumber`	Vehicle Number	Text
`VisitId`	Visit	Lookup → Visit
`VisitPlanId`	Visit Plan	Lookup → VisitPlan
`VisitRouteId`	Visit Route	Lookup → VisitRoute

Actions

Action	Label	Type	What it does
`ApplyPackageConfiguration`	Apply Package Configuration	ServerAction (`ApplyPackageConfiguration`)	Writes the chosen package makeup onto the invoice: for the given LineId and components array it updates the quantity of child invoice lines that already exist for a component and creates new child lines (linked back through the package line reference) for newly selected ones. Both LineId and a non-empty components array are required.
`ApplyScheme`	Apply Scheme	ServerAction (`ApplyScheme`)	ApplyScheme
`BulkDelete`	Delete	Delete	Delete the selected records.
`CancelInvoice`	Cancel	ServerAction (`CancelInvoice`)	Cancel the invoice and reverse its inventory and journal postings.
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`CreateShipment`	Create Shipment	ServerAction (`CreateShipment`)	CreateShipment
`Delete`	Delete	Delete	Delete
`DeleteRow`	Delete	Delete	Delete List Row
`Edit`	Edit	Edit	Edit List Row
`EditDetail`	Edit	EditInline	Edit
`EditInLine`	Edit	Edit	Edit in page.
`EditInList`	Edit	EditInline	Edit
`EInvoiceGenerator`	E Invoice Generator	ServerAction (`EInvoiceGenerator`)	Builds the IRP e-invoice payload from the invoice and its lines and stages it on the record, setting the payload field and moving the e-invoice status to Pending; the bound integration flow then transmits it and records the IRN, acknowledgement number and QR code back. The action refuses to run when the invoice already carries an IRN, so it cannot be used to regenerate.
`EInvoiceGenerator (dup-84993847)`	E Invoice Generator	ServerAction (`EInvoiceGenerator`)	A duplicate of the EInvoiceGenerator row whose name was suffixed to resolve a clash.
`EWayBill`	E Way Bill	ServerAction (`EWayBill`)	Creates a Draft EWayBill register entry (the Part-A consignment record) for this invoice and returns its id; the bound integration flow generates the actual e-way bill number and records it. Optional arguments are distanceKm, transportMode (defaulting to Road) and vehicleNumber.
`GetBenefitDetails`	Get Benefit Details	ServerAction (`GetBenefitDetails`)	GetBenefitDetails
`GetConfigurableItems`	Get Configurable Items	ServerAction (`GetConfigurableItems`)	Read-only. Returns the invoice's lines whose item is flagged as a package, with the item and SKU identification needed by the package-configuration UI. It returns nothing for an invoice with no package lines.
`GetOpenDocuments`	Get Open Documents	ServerAction (`GetOpenDocuments`)	Read-only lookup that feeds the payment-application screen. Scoped by the invoice's company, branch and customer, it returns open Orders, Invoices and CreditNotes together with unapplied Payments of the opposite direction (open amount above zero). It requires AccountId to be set and writes nothing.
`GetPackageConfiguration`	Get Package Configuration	ServerAction (`GetPackageConfiguration`)	Read-only. For one package line (LineId is required) it returns the applicable components for the sale channel and customer, each with the quantity already configured on existing child lines and a price resolved against the invoice's price list. Returns nothing when the line's item is not a package.
`GetPaymentAmountSummary`	Get Payment AmountSummary	ServerAction (`GetPaymentAmountSummary`)	Read-only. Returns the invoice's total, the amount already adjusted, the remaining open amount, and the Payment and PaymentAdjustment rows tagged to this invoice. It reads the invoice's own stored fields rather than the OpenTransaction subledger, so its figures can diverge from an ageing report or party statement.
`GetQualifiedBenefits`	Get Qualified Benefits	ServerAction (`GetQualifiedBenefits`)	GetQualifiedBenefits
`GetQualifiedSchemeSlabs`	Get Qualified Scheme Slabs	ServerAction (`GetQualifiedSchemeSlabs`)	GetQualifiedSchemeSlabs
`GetSchemeRecommendations`	Get Scheme Recommendations	ServerAction (`GetSchemeRecommendations`)	GetSchemeRecommendations
`New`	New	New	New
`Payment`	Payment	ServerAction	Recording a receipt against the invoice means creating a Payment record tagged with this invoice.
`PerformDelivery`	Perform Delivery	ServerAction (`PerformDelivery`)	Creates a DeliveryOrder from this invoice, taking only the lines whose pending delivery quantity is above zero. Validation refuses the call when the invoice has no lines or nothing is left pending on any of them.
`PerformInventoryPosting`	Post Inventory	ServerAction (`PerformInventoryPosting`)	It touches stock only — the general ledger is untouched, and cost of goods sold is recognised separately by the perpetual costing hook at goods issue.
`PostAdjustments`	Post Adjustments	ServerAction (`PostAdjustments`), inactive	Applying money to an invoice is done by creating Payment and PaymentAdjustment rows, which is what maintains AdjustedAmount and OpenAmount.
`PostGeneralLedger`	Post General Ledger	ServerAction (`PostGeneralLedger`)	Sets IsGLPostingApproved and runs document-journal posting: one balanced journal, Dr Accounts Receivable against Cr Sales plus output tax, together with a Receivable open item that becomes the AR subledger row. Re-posting is reverse-then-repost — the earlier journal flips to Reversed and a suffixed replacement is written, nothing is edited in place. It then captures output-GST TaxTransaction rows for the return analytics (best effort, a failure there never blocks the ledger) and posts TCS for any line carrying a collection section (not best effort — a TCS failure rolls the whole posting back). Status moving to Posted is done by a business rule reacting to the approval flag, not by this action.
`Preview`	Preview	Preview	Preview Entity details
`PreviewListHeader`	Preview	Preview	PreviewListHeader
`PrintInvoice`	Print Invoice	Print (`PrintInvoice`)	Print Invoice
`PrintServiceInvoice`	Print Service Invoice	Print	Service Order Print
`PrintTest`	Print Test	Print	Test
`ProductConfigurator`	Product Configurator	ServerAction (`ProductConfigurator`)	The working configuration flow on this entity is GetConfigurableItems, then GetPackageConfiguration, then ApplyPackageConfiguration.
`Release`	Release	UIAction, inactive	An inactive action of UI type with no server handler behind it. Turning an order into an invoice is driven from the Order side instead, by its PerformReleaseInvoice, PerformReleaseInvoiceAllocatedLines or SelectiveInvoiceOTC actions.
`SelectiveCreateShipment`	Selective Create Shipment	ServerAction (`SelectiveCreateShipment`)	SelectiveCreateShipment
`SetEInvoiceStatus`	Set E-Invoice Status	ServerAction (`SetEInvoiceStatus`)	SetEInvoiceStatus

Lookup filters

Filter	Lookup field	Notes
Branch For Partner Account	`BranchId`
Contact for Account	`ContactId`
Customer Account Filter	`AccountId`
Executive Filter	`SalesExecutiveResourceId`
Partner Account Filter	`PartnerAccountId`

Account — looks up via SupplierPartnerAccountId
Subscription — looks up via SubscriptionId
UserAccount — looks up via ModifiedById
Visit — looks up via VisitId
GLAccount — looks up via GLAccountId
DiscountGroup — looks up via DiscountGroupId
VisitRoute — looks up via VisitRouteId
Resource — looks up via SalesExecutiveResourceId
InterfaceQueue — looks up via JobInterfaceQueueId
ClaimBatch — looks up via ClaimBatchId
Tax — looks up via TaxId
UserAccount — looks up via CreatedById
Order — looks up via OrderId
Account — looks up via PartnerAccountId
ItemServiceContract — looks up via ItemServiceContractId
ServiceType — looks up via ServiceTypeId
Contact — looks up via ContactId
GeneralLedger — looks up via GeneralLedgerId
ServiceOrder — looks up via RepairOrderServiceOrderId
Place — looks up via BillingCityPlaceId
InventoryFulfilment — looks up via InventoryFulfilmentId
Branch — looks up via SupplierBranchId
Branch — looks up via BranchId
DeliveryOrder — looks up via DeliveryOrderId
Asset — looks up via AssetId
Resource — looks up via ExecutiveResourceId
Item — looks up via ServiceContractItemId
Account — looks up via AccountId
Resource — looks up via ServiceResourceId
ContactAddress — looks up via ShippingContactAddressId
VisitPlan — looks up via VisitPlanId
TaxGroup — looks up via TaxGroupId
Claim — looks up via ClaimId
Place — looks up via ShippingCityPlaceId
FieldSales — looks up via FieldSalesId
ContactAddress — looks up via BillingContactAddressId
UserAccount — looks up via OwnerId
PriceList — looks up via PriceListId
Journal — referenced by via SourceRecordId
CreditNoteLine — referenced by via InvoiceId
EInvoice — referenced by via InvoiceId
Asset — referenced by via InvoiceId
Payment — referenced by via InvoiceId
ExpenseClaimLine — referenced by via RechargeInvoiceId
CreditNote — referenced by via InvoiceId
SchemeAccountBudgetUtilization — referenced by via InvoiceId
InterestCharge — referenced by via SourceRecordId
InventoryLedger — referenced by via ParentRecordId
SubscriptionUsageSummary — referenced by via InvoiceId
Visit — referenced by via InvoiceId
PaymentAdjustment — referenced by via InvoiceId
Claim — referenced by via InvoiceId
DeliveryOrder — referenced by via InvoiceId
FinanceCase — referenced by via InvoiceId
VisitTaskActivity — referenced by via InvoiceId
SchemeLedger — referenced by via InvoiceId
InvoiceLine — referenced by via InvoiceId
Shipment — referenced by via InvoiceId
OpenTransaction — referenced by via SourceRecordId

Invoice — entity reference

Fields

Actions

Lookup filters

Related entities

Related topics