Creating Invoices from Sales Orders

Generate invoices directly from confirmed or shipped sales orders.

When to Invoice

Invoice Triggers

Order Status for Invoicing

Typically invoice when order is:

• Shipped (common)
• Partially shipped (progress billing)
• Completed

Creating Invoice from Order

Step 1: Open Sales Order

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

Step 2: Select Items to Invoice

Choose what to include:

Step 3: Review Invoice

Invoice populates with:

• Client from order
• Items selected
• Prices from order
• Reference to order

Step 4: Adjust if Needed

Make modifications:

• Adjust quantities
• Add additional charges
• Apply discounts
• Update payment terms

Step 5: Finalize

1. Review totals
2. Click Create Invoice
3. Invoice linked to order

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

Order shows:

• Total order value
• Amount invoiced
• Amount remaining

Multiple Invoices per Order

When Needed

• Partial shipments
• Different billing addresses
• Separate cost centers
• Payment schedule

Managing Multiple

View all invoices for an order:

1. Open sales order
2. Go to Invoices tab
3. See linked invoices

Order-Invoice Linkage

Automatic Linking

When creating from order:

• Invoice references order number
• Line items linked
• Payments apply to both

Benefits

Handling Discrepancies

Price Changes

If price changed since order:

1. Invoice shows order price by default
2. Override if authorized
3. Document reason for change

Quantity Changes

If shipped quantity differs:

1. Invoice actual shipped
2. Adjust order if needed
3. Invoice remainder later

Credit Notes

Creating Credits

For returns or adjustments:

1. Open related invoice
2. Click Create Credit Note
3. Enter credit details
4. Apply to invoice

Credit Reasons

Related