Invoicing Sales Orders

Invoicing Sales Orders

You can create invoices based on one or multiple sales orders from a certain customer.

 In the Web app

There are two ways to do this:

Option 1. Go to Sales → Sales Transactions, click Plus  and select Invoice. Once you've chosen the customer, you will see a side panel with a list of all open sales orders (if the customer has any). Mark one or multiple orders and click Add. When you are finished with the invoice, click Save.

Option 2. Go to Sales → Sales Transactions and find the sales order you would like to invoice. Select Create Invoice in the Actions column. On the New Invoice page you will see a side panel with a list of other open orders (if this customer has any more). You can mark them and click Add to include them in the invoice. When you are finished with the invoice, click Save.


On the Mobile Device

In the Android app

Go to Sales, find and highlight a customer, then tap Customer Orders. Next, use the checkboxes in the right column to mark one or more sales orders, then tap Invoice. You will see a new invoice populated with items from the orders you’ve marked. At this point, you can modify the invoice details, if necessary (see Invoices). Tap Save to create the invoice, or press the Back button on the device to leave without saving.

In the iOS app

Go to Sales → Customers → tap the necessary customer, then tap Sales Orders in the pop-up window. In the Sales Orders screen, select the necessary order(s) and tap Invoice in the bottom-right corner of the screen. 

Invoice Numbers

If​​​​​ you'd like to change how reference numbers look for invoices, see Transaction Numbering.
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