Step by step
- Open Orders > Sales Order to Invoice, or click Action > Sales Order To Invoice on a row of Sales Order List.
- In Order ID type the order number and pick the order from the list. The customer and every item still to deliver are loaded into the table, with the price, discount and tax of the order.
- To change a line, choose it in Select Ordered Product or click it in the table. Left Quantity shows what is still to deliver. Enter the Deliver Quantity, choose the Stock Location if you have warehouses, enter the Serial/IMEI No. of a serial product and press Add.
- Remove a line you do not deliver now with its delete icon.
- Check the Date, Sales Account, Reference and Sales Rep. Below the table fill the shipment details and notes if needed.
- On the right check Sale Discount, Sale Tax, Fees and Shipment Charge. Total Invoice Amt. is the bill.
- Enter the money you take now in Received Amt. (F4), then choose the Payment Method and the Debit A/c. What is not received stays as the due of the customer.
- Set Send Email to Yes to email the invoice to the customer. Press Final & Print (F9) to save and print, or Final (F8) to save only.
Good to know
- Only the orders of your own shop that are still orders can be found. Clicking the Order ID box clears the loaded order.
- Sales Account and Debit A/c are required.
- When a quantity is more than the stock and "Allow Over Stock Selling" is off, the line is not added.
- On save the stock goes down, the ledger of the customer is updated and a receipt is made for the money received. The invoice is listed in Sales > Manage Sales.
- After saving, Delivered Qty and Left Qty of the order change and its Delivery Status becomes Partial or Completed. Bill the rest later the same way.
- An advance taken on the order is already in the balance of the customer; Curr. Balance shows the balance after this invoice.