Creating an Invoice in Quote and Invoice Management

In the Quote and Invoice Management the last and final step is to create an invoice. It is during this process that you assign your serial numbers to items contained on the invoice. 

Creating an Invoice from a Quote

Quotes for Non-Account Customers must be converted to a Proforma and be fully paid before Invoice becomes available. See Payments in Quote and Invoice Management

1. From the main Quote and Invoice Management Screen, click on the Proforma/Invoice button.
   
2. Ensure the toggle line the bottom left of the screen is set to Invoice.
   
3. Tick the pick slip and invoice options you desire to print/email.
   
4. To add a note to the overall Invoice, click the Notes button just below the Freight box.
1. Click Add to enter a new note, and type in the note in the new screen. Click Ok and the note will be added to the list.
   
2. Select a Note from the list and click Edit to change it.
   
3. Select a Note from the list and click Delete to remove it.
   
4. These notes will appear just below the customer information in the printed/emailed invoice.
   
5. To add a note to a line item, click the Note button (sheet icon in the Note column). The Note screen will open.
1. Click Add to enter a new note, and type in the note in the new screen. Click Ok and the note will be added to the list.
   
2. Select a Note from the list and click Edit to change it.
   
3. Select a Note from the list and click Delete to remove it.
   
4. These notes will appear just below the item in the printed/emailed invoice.
   
6. Click on Process.
   
7. If selected, the Invoice and the Pick Slip will be printed and/or sent. 
   
8. The status will then change to Invoice.
   

Creating an Invoice from a Proforma

For Non-Account Customers, the Proforma must be fully paid before Invoice becomes available

1. From the main Quote and Invoice Management Screen, click on the Invoice button.
   
2. Tick the pick slip and invoice options you desire to print/email.
   
3. Click on Process.
   
4. If selected the Invoice and the Pick Slip will be printed and/or sent. 
   
5. The status will then change to Invoice.
   

If you wish to remove an item from this Quote or Proforma, simply select the line item, and press the [Delete] key on your keyboard.

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