Boost Your Efficiency with Sales Order Invoice for Teams

Sales order invoice for teams

hi and welcome to this instructional video in this video i'm going to show you how to turn a sales order into an invoice please note the following with regards to creating an invoice from a sales order you can only create an invoice from a sales order if the sales order has been marked as completed only serialized items that have been scanned or allocated to the sales order will be allocated to the invoice and if big quantities have been entered for certain items on the sales order only those items and quantities will be allocated to the invoice let's get started navigate to debtors invoices and lastly to enter invoice start by calling up the appropriate sales order by entering or selecting the sales order number in the order number text box you can use the search function here by right-clicking in the text box or pressing f2 on your keyboard after you have clicked the text box now you can make the required changes if you so wish like changing the reference the date and so on note that you cannot remove an existing scanned and picked item from the invoice and you cannot change the quantity of a scanned item now you can process the invoice click the accept button change the required information on the enter message window and click the accept button specify the print options and click the ok button or click the cancel button to close the window without printing and that's how easy it is to turn a sales order into an invoice thank you for watching and happy accounting