Invoice Sales Orders from the Orders to Invoice Queue
Depending on your process, you may wait until all Orders have been shipped before invoicing
- Access Orders to Invoice Queue from Accounting Menu > Accounts Receivable > Work Queues > Orders to Invoice Q OR from Workflow Menu > Accounts Receivable > Orders to Invoice bucket. The Orders to be Invoiced grid will open
- You may wish to check the Hide Def. Proj. and Hide Calls checkboxes – this will depend on your Company’s invoicing process
- Highlight the Order(s) in the grid that you wish to invoice, click on the Extended Menu and select ‘Invoice Order(s).’ The Invoices to Print Queue will open
- Highlight the Invoice(s) created for your Order(s) and from the Extended Menu, select option to Post or Void highlighted Invoice(s) or ‘Create Master Invoice’
- Alternatively, you may highlight Invoices in the grid and click the Print icon to view print / email options. Note that printing an Invoice automatically posts this Invoice upon your confirmation that the Invoice printed correctly