System allows users to create Sales Invoice using Sales Order. We can export a sales order in Pending Fulfillment or Fully Fulfilled / Pending Billing status to a sales Invoice transaction.
Go to SALES (Menu) > Sales Order (Sub-menu)
Sales Order transactions that have been approved or already in pending fulfillment or fully fulfilled / pending billing are allowed to be exported into the Sales Invoice.
Search for Sales Order in Pending Fulfillment or Fully Fulfilled / Pending Billing status
Select from the search results a Sales Order in Pending Fulfillment or Fully Fulfilled / Pending Billing status.
Once the record is loaded, click on Bill button located at the upper left corner and click on Yes confirmation button.
Sales Invoice page is loaded with the Sales Order details
Label ending with an asterisk * indicates that the field is mandatory.
Save the record.
New Sales Invoice in draft status should be created and the Sales Order Id is populated with the Sales Order Id value that the record was imported from.
