Creating an Invoice

Creating an Invoice

After confirming a sales order, the next step is creating an invoice — the bill you send to the customer for payment.

Step by Step

1. Open the confirmed sales order.
2. Click the Create Invoice button.
3. A dialog appears asking for the invoice type:

• Regular Invoice — Bill for the full order amount (most common)
• Down Payment (percentage) — Bill for a percentage upfront
• Down Payment (fixed amount) — Bill a specific dollar amount upfront

4. Select Regular Invoice for most sales and click Create and View Invoice.
5. The invoice opens in Draft status. Review the amounts.
6. Click Confirm to finalize the invoice.

What Happens

• The invoice is linked to the sales order — click the smart button on either record to jump between them.
• A confirmed invoice can be emailed to the customer or printed.
• The invoice must be confirmed before you can record a payment.