How to Create Sales Order/Invoice

Summary of Steps

1. Select Sales Order from Shortcuts
2. Select Add Sales Order
3. Fill out pertinent information
4. Customer
5. Price List
6. Item
7. Quantity
8. If necessary, add Taxes and Credit Card Processing Fees
9. Select Save
10. Select Submit and YES on the pop up to confirm
11. A pop up will appear at the bottom of the screen to Print or Email the document. Select if desired. You can also choose to print from the next screen.
12. Print and Select the back arrow to return
13. Select Create and choose Sales Invoice from drop down menu
14. Select Save
15. Select Submit and YES on the pop up to confirm
16. A pop up will appear in the bottom right to Print or Email. Choose if desired.

Detailed Steps with Screenshots

1- Select Sales Order from Shortcuts

2- Select Add Sales Order

3- Fill out Pertinent Information

1. Select Customer from drop down menu
2. Make sure correct Price List is chosen
3. Select Item from drop down menu
4. Enter quantity

Note: You can navigate through the fields using TAB

4- If necessary, add Taxes and Credit Card Processing Fees

5- Select Save

6- Select Submit and YES on the pop up to confirm

7- A pop up will appear at the bottom of the screen to Print or Email the document. Select if desired. You can also choose to print from the next screen.

  7a- Print and Select the back arrow to return

8- Select Create and choose Sales Invoice from drop down menu

9- Select Save

10- Select Submit and YES on the pop up to confirm

11- A pop up will appear in the bottom right to Print or Email. Choose if desired.

Additional Information

Status Definitions

1. Draft: Saved but yet to be submitted
2. Submitted: Saved to the system and the general ledger has been updated
3. Paid: The customer has made the payment and the Payment Entry has been added to the system
4. Unpaid: The invoice has been generated and the customer has not made a payment, but is still within the payment due date
5. Overdue: Payment is pending and beyond the due date
6. Canceled: Sales invoice is canceled for any reason. Once canceled, any impact on Account and Stock is undone
7. Credit Note Issued: Item has been returned and a credit note is created against this invoice
8. Return: It is assigned to Credit Note against original invoice