Sales Invoice
The most common way to create an invoice is from a Delivery Event.
- Click the Generate Invoice button
- Confirm the products/quantities to invoice
- Click save to create the Invoice
- Invoice will be automatically sent or be required to be sent manually
Interactive Demo: Create and Send Invoice
If you are invoicing all products and quantities on the delivery, the Delivery Event will go to the closed stage.
Combining Multiple Deliveries into 1 Invoice
If you have multiple Delivery Events on a Work Order, these can be combined back into one invoice.
Go back to original Work Order for the Delivery Events
- Click on Generate Invoice
- Select the Delivery Events to combine
- Click Save to create the Invoice
Interactive Demo: Combine Deliveries into One Invoice
Note: this will add all the lines from the delivery events. It will not combine like product back together.
Standalone Invoice
If an invoice is required for non-inventory purpose, you can just go to Sales > Invoice and create an invoice. This will create a journal entry to Accounts Receivable and Sales (and tax). Do not add products to a standalone invoice as cost will not be affected.
Top Bar Sales Invoice Functionality
The status shows the current status of the event. When creating a sales invoice it will show as open. Depending on the user's privileges, the other stages will be cancelled, on hold, close, and archive. When the invoice is paid, the event will close.
Activity will show the various activities on the sales invoice and past and future events. The number will increase as activities are added on linked events.
Related Files can be added to the sales invoice, such as drawings, photos, customer notes from an electronic document, etc. This will be available when added on any linked event.
Notes can be added to the sales invoice to keep track of anything related to the sales events. An activity could reference the notes section where more information is provided.
Lineage will show the flow of the linked events.
New will create a new sales invoice without going back to the sales invoice list screen.
Whenever the Save button appears green it means the sales invoice will need to be saved. When making edits in the left panel the save icon will appear green noting to save the event.
A Comment can be added to the sales invoice. Preset comments can be selected from a list and added (and edited) as comments to the sales invoice. The preset comments are set up in the settings 
. When a comment is added to an event the comment icon will turn green. Comments will be added to the sales invoice PDF.
Preview , Email , and Download will generate a PDF of the sales invoice to email, print, or download for the customer.
Related Articles
Correcting Method of Payment on Sales Invoice
In order to correct the method of payment on an invoice processed in error, follow these steps on the sales invoice; Change status from Closed to Open Click Tender Out Delete wrong payment type Select correct payment type Click Save Click Finish ...Customer On Hold
A customer can be temporarily put on hold to suspend transactions. On the customer record, usually under the Finance tab, there is an On Hold setting. When checked the customer is put on hold. When an On Hold Customer is selected on an order, the ...Sales Deposits
To Add a deposit to a sales order; click on the dropdown menu at the far right of the top bar and select Deposits select a Tender Option enter the deposit amount click Submit The deposit will show with the remaining balance owed on the sales order ...Sales Training
Below you will find links to knowledgebase articles that a Sales user should be well versed in to do their job efficiently. After reviewing these articles, you will find a series of tasks to be completed to ensure that there has been a knowledge ...Create & Edit Invoice
Creating Invoices Invoices are created in two ways. They are either created from scratch by clicking "Create Invoice" on the Sales / Invoice screen. Or, more commonly, they are created by clicking "Generate Invoice" from the previous Event (usually ...