Create invoice from sales order

Via the Sales card you have the possibility to invoice unprocessed sales orders.

How to invoice a sales order

  1. Go to Lists - Sales Orders and open an unprocessed sales order you wish to invoice.
  2. Click on the Invoice button and then click Continue.
    Note!
    Before the synchronisation process is finished the invoice will have a temporarily status until it gets its invoice number.
  3. Once having the invoice number you can choose to view, save and print the invoice by clicking the Preview PDF button.

You have now created an invoice from a sales order.

Tip! You have also the possibility to credit the invoice. Read more in Create credit note.

Note! If the sales order includes product lines with stock items that have not been delivered, the status of the invoice will be Invoice not delivered. No stock update in Mamut Business Software will be performed, and therefore you have to do this manually afterwards. When invoicing sales orders with product lines which do not includes stock items or stock items that has been delivered, the status of the invoice will be Invoice.

Read more about:

About Sales

Working with Quotations and Sales Orders

Getting Started with Sales

Quotation/Sales Order/Invoice/Credit note

Lists in the Sales Work Area

Reports

User Settings for Quotations/Sales orders

The Sales Order Work Area

Create credit note

 

Version 11.1. The documentation may refer to services and/or functions that are not included within your solution. If you wish to get more information regarding this, please contact Mamut.

© 2018 Mamut Software Ltd. All rights reserved. Right reserved to change the product. Mamut and the Mamut logo are registered trademarks for Visma AS or subcompanies of Visma AS. All other trademarks are registered trademarks of their respective companies.