3.7.1.2 How do I generate a sales invoice?

3.7.1.2 How do I generate a sales invoice?

 

A Sales Invoice is generated when a Delivery Note is saved - the Invoice(s) can be found in the invoice list with status created.

 

You can also create an Invoice manually (generally only used when the automatic generation of invoices when Despatch Notes are created function is turned off)

 

Navigate to Network⇒Invoice⇒Invoice

 

Click the New button

 

 

This opens the New Invoice page

Select the Customer you are creating the invoice for and then click the Add button

 

A pop-up window appears displaying all of the delivery notes for the selected customer that have not yet been invoiced. Select the required Delivery Note and press Save

 

Details from the Delivery Note are then carried across to the new invoice, click Save and the new invoice can then be Printed or Emailed.