How to Invoice

This is where you create and process an invoice.

 

Path: Home > Customers > Invoice

Invoice List

Invoice Header

You can click on “Additional Information” to display the rest of the header details.

Invoice Detail

You can adjust the style detail layout by clicking on the arrow up sign.

Invoice Toolbar

These are the tools you need to process an invoice, it comes with payment, print invoice, apply discount and more.

· Invoice Creation
These are the ways you can create an invoice.

Invoice via SO

After completing an SO and saving it, you can proceed on invoicing it.

Invoice via Pick ticket
After creating an SO > Allocate > Pick ticket, you can proceed on invoicing the order.

Invoice via Shipment
After creating an SO > Allocate > Pick ticket > Shipment, you can proceed on invoicing the order.

Creating Invoice Manually
Go to invoice list and click on “Create Invoice”. You can set the info on the header and details of the invoice and save it after.

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