Invoicing or Billing a Sales Order

Once a sales order has been posted, either pending fulfillment or with pending billing status, user can bill the sales order directly. If he has an authority to bill the sales order, BILL button appears. Otherwise, there is NO bill button.

Bill button

To bill the sales order directly, the user must click the BILL button. After clicking, the Export Sales Order pop-up appears, prompting the user to proceed or not.

Confirmation prompt

If the user wants to cancel billing the sales order, he must click the Cancel button.

Cancel button

However, if the user wishes to proceed billing the sales order, he must click the Yes button.

Yes button

After clicking the Yes button, Sales Invoice page is displayed inheriting all relevant information from the Sales Order.