How to check if Sales Invoice has been created

The Related Records feature allows users to check if a sales invoice has already been created. This helps prevent duplication, as users can easily see if an invoice exists for a sales order. Additionally, if the user has access to view Sales Invoice details, they can conveniently access and review the information by navigating directly to the transaction.

To check if a transaction has been created, go to the Sales Invoice Table and look for an existing hyperlink. If no hyperlink is present, it indicates that no sales invoice has been created.

Sales Invoice Table

If the Sales Invoice has not been posted, users can still create new Sales Invoices, as the system does not perform duplication checks at this stage. Validation will only occur once the sales invoice has been posted.