Creating Sales Invoice Using Sales Order

System allows users to create Sales Invoice using Sales Order.

Go to SALES (Menu) > Sales Invoice (Sub-menu)

Sales Invoice sub-menu under Sales Menu

Sales Order transactions that have been approved or already in pending fulfillment or fully fulfilled / pending billing are allowed to be imported from the Sales Invoice.

To create Sales Invoice using Sales Order:

  1. On Sales Invoice page, click on Import link located at the upper right corner.

    Import button

  2. The import popup page is loaded with Import From defaulted to Sales Order value.

    Import pop up page

  3. Click on magnifying glass icon next to ID input field

    Search button

  4. On Sales Order search page, search for an existing Sales Order to import and select from search results.

    Search
    Search results

  5. Once the record is selected the Sales Order search page will be automatically closed and the Sales Order ID will be defaulted on import pop-up page. Click on OK button to import the record.

    Import pop-up page

  6. The Sales Invoice page is populated with the same details (e.g. Customer, Contact Person, Salesperson and etc.) from the imported Sales Order record.

    Sales Invoice import result
    Items imported

  7. User may provide other option field values and then save the record. New Sales Invoice in draft status should be created and the Sales Order Id is populated with the Sales Order Id that the record was imported from.

    New Sales Invoice