An invoice is created by a business to request a payment that’s due from someone who purchased goods or services from them.

So, let’s explore how you can create invoices against orders.

Accessing Invoice Creation

There are multiple ways to access the invoice creation page. 

Method 1: Go to the Item Navigation Sidebar and select “Invoices”. Click on the “Create Invoice” button to create your first Invoice.

Method 2: Click on the “+” icon next to the invoice tab.

Method 3: Click on the “+New” button at the top right corner of the window.

Invoice Creation

Here, you can create invoices for orders. Let’s explore the fields you are required to fill.

1. Select or add a new customer name. 
2. The invoice number will be auto-generated.
3. Enter the number of the sales order whose invoice is being created.
4. The invoice date is automatically set to default but can be changed.  
5. The system will automatically set the due date according to your invoice terms. 

Pro Tip: You can adjust the due date yourself by selecting custom in the invoice term field.

1. Invoice terms outline when will you be expecting payment for your products. 

Here, “Due on Receipt” means the contact will be paying their order payment as soon as it’s received. Similarly, “Net 30” means that after the invoice is issued, the contact can pay in 30 calendar days. Also, you can create your own presets of invoice terms.

1. If you want, you can add any notes or memos.
2. Select the items which were part of the sales order.

Insight: You cannot add an item until you add or select a customer.

1. Select the item’s warehouse.
2. Select the item’s quantity.
3. Enter the item’s price.
4. If applicable, add a discount.
5. Select any applicable taxes from the drop-down menu.
6. This shows the total amount per item.
7. Here, you can view the subtotal of all the items in this invoice.
8. You can add any adjustments to round off an order figure. For example, you can round off a $520.5 order to $520.
9. In this field, you can add the shipping charges.
10. Here, you can confirm the total amount payable by the customer.
11. If you don’t want to create an invoice, click on the “Cancel” button. 
12. Click on the “Save” button to store the invoice in your system.
13. Click on the “Save & Send” button to store the invoice in your system and email it to the customer as well. 

Suggestion: The information fields marked with the “*” symbols are mandatory. You can skip the rest for now if you want.

Attaching Sales Orders to Invoice

An order can be processed without a sales order by directly creating an invoice. This is because every invoice has a sales order in it. But, if you have created a sales order and want to attach it with the invoice, here’s how you can do it.  

• After selecting a customer from the “Customer Name” field, if a sales order is present with their name, you will see a new option below the “Select Items” section.
• Click on the “+ Add ‘#’ Confirmed Sales Orders” button.
• Select the sales orders that you want to attach to the invoice and click on the “Add” button.

The items in the sales orders will be automatically added to the invoice. You can now proceed to finalize other details.

You can also manually add other items, apart from the ones in the sales order, into the invoice.