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 on the invoice. When you are finished with the invoice, click Save.

On the Mobile Device

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. 






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