Converting a Sales Order into a Sales Invoice

The end goal by creating a Sales Order is to turn it into a Sales Invoice, so once the Sales Order has fulfilled its purpose and has been agreed to be billed you will need to convert it for which the process is very simple.

Step-by-Step Guide

1. From the Sales Menu, Select the Orders sub-menu.
2. Select the Order you wish to convert.
3. Click Convert to Sales Invoice.
4. Click Okay

Click the Invoice Hyperlink to the SI-XXXXX number in the top left of the page to take you to your Sales Invoice.