You can invoice Orders in two ways - on a per order basis or via an invoice run. We'll show you how to do both below.
Invoice on a per Order basis
From the order page, under Actions click Invoice Order to get started.
You'll see the 'Invoice Order' screen. Choose from the options on screen and click OK to create the invoice.
Key Details
Name
The name of the invoice within your system. This is just for internal reference.
Invoice Date
The date the invoice was created. This defaults to today's date and shows on the invoice document.Invoice up to Date
All items delivered up to the selected date will be invoiced.
Invoice multiple orders using an Invoice Run
Head to Invoicing > Invoice Run to get started.
You'll see the 'Invoice Run' menu. Choose from the options on screen and click OK to create the invoice.
Name
The name of the invoice run within your system. This is just for internal reference.
Invoice Date
The date the invoice run was created. This defaults to today's date and shows on invoice and invoice batch documents.
Invoice up to Date
All items delivered up to the selected date will be invoiced.
Include in Invoice Run
This allows you to choose which types of invoices you want to include in the invoice run.
Account
This allows you to choose invoices you want to include for a specific account in the invoice run.
Next Steps
Now you know how to create invoices, you can get started on processing them in your system!