1.3 How to create invoice from sales order

1. 1. Click on Sales

   

2. 2. Click on New

   

3. 3. Fill in customer's name. For example John Doe

   

4. 4. Click on Expiration?

   

5. 5. Click on Add a product

   

6. 6. Click on dropdown trigger

   

7. 7. Click on Bagel

   

8. 8. Click on 10%…

   

9. 9. Type "10"

   

10. 10. Fill in any discount or taxes

    

11. 11. Add a Section if needed. Example "Baked Goods"

    

12. 12. Click on Send by Email

    

13. 13. Email is automatically drafted. Edit any necessary details

    

14. 14. Click on Send

    

15. 15. Log of all activities related to this invoice is shown as highlighted.

    

16. 16. Click on Confirm

    

17. 17. Click on Delivery

    

18. 18. Click on Validate

    

19. 19. Click on S00030

    

20. 20. Click on Create Invoice

    

21. 21. Click on Create Draft

    

22. 22. Check details of Invoice

    

23. 23. Click on Confirm

    

24. 24. Click on Sales

    

25. 25. Click on Accounting

    

26. 26. Click on Customer Invoices

    

27. 27. View created invoice in Accounting