Once we have created a Sales order in the Sales Orders module, we can convert this to an accounts receivable invoice. This prevents us having to re-create the invoice from the sales order, which saves us time, and reduces errors. As with converting a Purchase Order to an Invoice, all we have to do is right click. Once we have created the accounts receivable invoice, we can view the invoice created from the Accounts Receivable module.
1. Ensure Sales Orders is open
2. Click on the sales
order you want to change into an invoice
Right click on this sales order,
and choose Create An Invoice From
This will open the Sales order, so we can
convert it to an invoice
3. Click on the
Detail tab, and click in the Inv column
Enter the Qty to be invoiced
4. Click on OK to save this invoice
5. Click Cancel to
cancel the Sales order lookup box
The software expects that you will
want to convert more than one sales order at a time, and therefore gives you
this option here
6. Click Refresh
7. Select Non-Current and the Filled & Invoiced Orders then view this sales order again, you will notice that the Invoice Status is Complete
8. Open the Accounts Receivable module
9. Double click on
the client that we just created these invoices for
Examine this window, and
close the Accounts Receivable module.
You will notice that all of the sales
order is now converted to Accounts Receivable invoice.
See also Maintain Client Pricing
one central advanced menu system.