Creating Invoices from Sales Orders

Generate invoices directly from confirmed or shipped sales orders.

When to Invoice

Invoice Triggers

Creating an Invoice from an Order

Step 1: Open the Sales Order

1. Go to Orders > Sales Orders
2. Open the order to invoice
3. Click Generate Invoice

Step 2: Choose What to Invoice

The dialog offers two modes:

When invoicing products:

• Quantities default to the remaining (not yet invoiced) amount
• You cannot invoice more than the remaining quantity per product
• Unit prices come from the order

Step 3: Generate

1. Review the total
2. Click Generate Invoice
3. A draft invoice is created and linked to the order

The draft opens in the invoice editor, where you can still adjust rows, payment terms, and the email message before sending.

Partial Invoicing

Progress Billing

Invoice portions over time:

Order Total: $10,000
Invoice 1: $3,000 (items shipped Jan)
Invoice 2: $4,000 (items shipped Feb)
Invoice 3: $3,000 (items shipped Mar)

Tracking Invoiced Amounts

The order's payments card shows:

• Total order value
• Invoiced amount and percentage
• Paid amount

Invoiced quantities are tracked per product, so the next partial invoice defaults to whatever is still open.

Multiple Invoices per Order

When Needed

• Partial deliveries
• Progress billing
• Custom amounts (e.g. deposits)

Managing Multiple

View all invoices for an order:

1. Open the sales order
2. Use View Invoice(s) in the toolbar
3. Linked invoices also appear on the payments card

Order-Invoice Linkage

Automatic Linking

When creating from an order:

• The invoice is linked to the order
• Invoiced quantities are tracked per product
• Payments recorded on the invoice update the order's paid amount

Benefits

Handling Quantity Changes

If the delivered quantity differs from the order:

1. Invoice the actual quantity (up to the remaining amount)
2. Invoice the remainder later with another partial invoice

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