Creating an Invoice for an Order
You can create an invoice for an order from the Order Profile.
To find the order:
- Click the Accounting hyperlink on the Module Menu to launch the Accounting module.
- Expand the Financials group item.
- Click Find Orders.
- On the Find Order page, you can search for a specific order by entering the Order Number, Customer Name, Order Date, or Cancel Date, or search for ALL open orders by entering a wildcard (e.g., %) in the Order Number field.
This will return a list of orders that match your search criteria.
- Click the GoTo
icon next to the order you wish to open.
- On the Order Profile, click the Invoice Me link.
This will open the Invoice Order pop-up window.
- The Invoice Date field will auto-populate with today's date. You can edit this date if desired.
- Enter any notes regarding this invoice in the Notes field.
- Click the Create Invoice button.
The Order Profile will update and the Order Status will change from Open to Invoiced. An Invoice Code is also created for the order.