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Note: This article focuses on the simplest common use case for generating an unprocessed invoice from an existing sales order.
To generate an unprocessed invoice from a sales order, navigate to the relevant sales order. Open it by double-clicking it in the list, or by selecting it and pressing Enter.
Opening the sales order displays its General tab.
General Tab
Confirm that the information on the General tab is correct.
You can update some of the fields, if required. Once done, click the Sales Order Details tab to continue.
Sales Order Details Tab
The Sales Order Details tab displays the inventory items and quantities originally added to the sales order.
Sales orders can be either fully or partially processed when generating an invoice. To partially process a sales order, update the Qty To Process column to reflect the quantities the customer wants to include in the invoice.
Note: The ability to partially process a quotation depends on your system configuration.
To process the sales order in full, no changes to the item quantities are required.
Note: The quantities in the Qty To Process column cannot be more than the sales order quantities.
Once all item quantities have been updated or verified, click Generate Invoice on the toolbar.
A popup appears, asking you to confirm the action.
Click Yes to confirm the invoice generation. A confirmation popup appears, displaying the newly generated sequential invoice number.
Click OK to close the popup and return to the sales order. Click the Processed Tab to display the generated invoices for this sales order.
Processed Tab
The Processed tab displays the sales orders and invoices that have been generated from this sales order. By default, the Invoices tab is displayed.
To open the invoice for viewing, double-click it in the list, or select it and press Enter.