How to Invoice a Sales Order

Modified on Fri, 17 Jan at 1:01 PM

Click Sales Orders
Go to the Ready To Invoice tab
Locate the required Sales Order and click the 3 dots button
From here there are two options
1. Select Invoice
  1. This will create the Invoice and Charge to Account without further screens
2. Select Invoice & Edit
  1. This will open the Sales Invoice screen with the Sales Order information loaded up. You need to either Post the Sales Invoice or Charge to Account for a customer in order to mark the Sales Order as Invoiced