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 B
ack 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.