Once a Sales Order has been dispatched for delivery fully or partially, an invoice can be created. Click on the invoice against sales delivery button to invoice a delivered sales order. Once an invoice has been produced it can’t be changed so it is imperative the following is checked:
- Each line item is the correct quantity.
- Make sure freight being charged is correct.
- Any notes(memos) are correct.
Once finished, click the Process Invoice button, then you can print the invoice or send it by email to the customer.
A batch invoice can be created from multiple work orders/deliveries and can be processed if all items have been sent to the same location. Click the check-box beside each delivery and click the Batch button at the top of the column to make such an invoice.