Normal invoicing is initiated from the statuses Unprocessed order, Unissued Credit note or Backorders. It is important to note that the invoice is registered as Invoiced, or executed, before the invoice itself is printed. You can, however, perform a Test printout, so that you can check the invoice before executing it.
Tip! You can invoice several orders at once by selecting Filter to the left in the invoicing window - step 3 below.
How to create an invoice
Go to View - Sales/Invoicing - Order Registration, or click the shortcut button on the desktop.
Click the Invoice
button in the toolbar to begin
invoicing.
Select the type of printouts you require and click OK.
If you answer Yes when asked whether the order is to be invoiced, the Nominal ledger and Customer and Supplier Ledger will be updated with the relevant changes.
The original invoice is now printed and you
will be asked whether you approve the printout. Note that the order is
transferred to the Invoiced status,
irrespective of whether or not you have approved the printout.
Tip! You can choose to view a On-screen test printout when invoicing in the company settings for sales and invoicing.
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