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Create Invoice from an Order

You create a customer invoice (INV-) from this sales order (SO-). Once you generate it, it appears in the invoice table, and it points back to the order.

You can exclude and re-include items from the invoice.

Create Invoice from an Order​

  1. Go to Sales → Sales Pipeline → Orders. Choose Generate invoice.
  2. Generate invoice opens, with Invoice items and the order lines.
    • You can exclude and re-include items from the invoice.
  3. Press Save. That runs Generate invoice from order.

You should see the invoice in the invoice table, with the number prefix INV-.

  • Orders — the screen this job sits on
  • Order — the SO- record this invoice comes from