Invoicing a Sales Order

Once you create a sales quote, you can then partially or fully invoice the sales order.

1. In the left hand menu, click on ‘Sales Orders’ then ‘Sales Order’
   
   

2. Alongside the sales order you want to invoice, click on the ‘View’ button
   
   
   

3. Scroll to the bottom of the page, and you will find the shipment and invoicing summary for the Sales Order

4. To invoice, select either button:
   
   

   1. ‘New Invoice’: This will start the invoicing process, allowing you to set the quantity to bill for each line item
      
      

   2. ‘Invoice Balance’: This will start the invoicing process, assuming you are billing the FULL quantity / balance
      
      
      

5. If you selected ‘New Invoice’, then enter / adjust the quantity to invoice for this sales order
   
   

6. Optionally, you can adjust the ‘Date’ and ‘Due Date’ for the invoice
   
   

7. Click ‘Confirm’
   
   
   

8. A success message will appear, click the ‘View Invoice’ button to then manage / send the invoice generated for the sales order