Turning a sales order into an invoice

Turning a sales order into an invoice

Watch this video to see how to turn a sales order into an invoice or follow the steps below it.

Please note the following with regards to turning a sales order into an invoice:

1. You can only create a debtors invoice from a sales order if the sales order has been marked as completed. 
2. Only serialised items that have been scanned (or allocated) to the sales order will be allocated to the invoice. 
3. If picked quantities have been entered for certain items on the sales order, only those items and quantities will be allocated to the invoice.

Navigate to the correct window

1. Navigate to Debtors / Invoices / Enter Invoice. 

Call up the appropriate sales order

1. Enter (or select) the appropriate sales order number in the Order Number text box.

Make any required changes

1. Make any changes you deem necessary.

Please note:

1. You cannot remove an existing, scanned or picked item from the invoice.
2. You cannot change the quantity of a scanned item.

Process the invoice

1. Click the Accept button.
2. Change the required information on the Enter Message window and click the Accept button.
3. Specify the print options and click the OK button, or click the Cancel button to close the window without printing.