Invoice a single sales order

To print and post a sales order immediately after creating it, you can create the invoice in the Sales Order screen. Then print the invoice as you normally would in the Invoicing screen.

1. Create a sales order
2. Verify order pricing, shipping information, quantities, and other details, because once you invoice an order, you cannot change it.
3. Click Save.
4. On the Final tab, click the Create Invoice button.

   

   Note: Create Invoice is driven by access level. This workflow is intended for the accounting team to post non-inventory tickets, such as misc charges or tax credits that needed to be issued from invoices that were converted from their legacy system.

5. Make note of the order number.
6. On the Sales Order screen, click Exit.
7. Go to Sales > Invoicing > Invoicing and search for the order as described in Print and post invoices daily
8. On the Invoice Preview tab, select the invoice, and click Print.
9. On the Print Document pop-up that appears, you may choose to Print, View, Send, or Save the document, depending on your needs.
10. Verify that the invoice printed correctly before posting to Accounts Receivable. After you post, the system will give you the option to print a Daily Sales Journal for this invoice.