Page Contents:

Tutorial

Summary

Creating a Sales Invoice from a Sales Order

Creating a Sales Invoice for Selected Products

Creating a Sales Invoice from the View Sales Orders page

Creating a Sales Invoice via the "Complete" button on the Sales Order

Marking a Sales Invoice when a Payment is Received  NEW

View & Manage Invoices Tutorial Video

Summary

There are multiple ways to create a Sales Invoice in Unleashed which allows you to support your workflows. These methods enable you to manage your orders based on your current workflows.

Steps

 Creating a Sales Invoice from a Sales Order:

• Within a Sales Order, hover on the top right and click the drop-down arrow next to Order.
• Click Create Invoice.
• This will refresh the page to show you to created invoice.

Creating a Sales Invoice for Selected Products:

This is useful if you only want to invoice specific products at a time and will only create an invoice for the products selected - this method requires products to already be present in the Order Lines.

• In the Sales Order, navigate to the Order Lines section.
• On the left of each product, tick the products you would like to invoice.

• Once you've selected your products, hover over the Action Cog.
• Select Invoice. 

• The page will then refresh to show you the invoice for the products you've selected.

Creating a Sales Invoice from the View Sales Orders page:

This method requires an already existing Sales Order.

• Navigate to Sales > Orders > View Sales Orders.
• Hover over the Action Cog on the right of the Sales Order you'd like to invoice.
• Click Invoice.

• The page will refresh to show you the invoice for the Sales Order.

Creating a Sales Invoice via the "Complete" button on a Sales Order:

You can also create an Invoice by simply clicking the Complete button of the Sales Order. Please note that this would dispatch a shipment (decrease your stock) and also create and complete an invoice simultaneously.

Marking a Sales Invoice when a Payment is Received:

You can flag an Invoice when a payment is received to assist with the following:

• indicate that a deposit, part or full payment has been received from your customer
• communicate that a payment has been received to other Unleashed users in your company
• streamline shipping processes where part or full payment is required upfront

The Invoice(s) can be flagged from:

• The View Invoices Page (via the bulk action cog, or the single action cog)
  
  
  
  
  
• The Invoices tab on the Sales Order
  
  
  
  
• The Invoice itself from the Invoice dropdown menu
  
  
  
  Once Payment Received is set, the Invoice will be stamped as "Payment Received" and the Payment Received column will be ticked. 
  Note:  "Payment Received" is a flag and does not change the status of the invoice.  An invoice can be tagged with a payment regardless of status.
  
  
  
  

Add the Payment Received column to your View Invoices grid via the Toolbar > Hidden Columns option.