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. Click on Process.
   
5. If selected, the Invoice and the Pick Slip will be printed and/or sent. 
   
6. 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.
   

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