Guide: Creating an Invoice

From PlantX.net

This is how to create an Invoice.

Select the button on the toolbar, this opens the “Orders” window.

Select from the list the order you would like to create an invoice for by double clicking on it, or single clicking and selecting the button on the right side of the window. This opens the “Sales Order” window.

Select Order from the drop down menu to view the Order menu.

In the Order menu select the Create Invoice option. This opens the “Create Invoice” window.

In the “Create Invoice” window, you can choose between an invoice for the entire order or by a specific load. Select the invoice you would like and select the OK button. This opens the “Invoice” window.

To record the invoice, select the Record box in the upper right hand corner of the “Invoice” window and select the Apply button.

To print the invoice, select Invoice from the menu bar, then select the Print Invoice option in the drop down menu. The invoice is generated and appears on the screen in the Adobe Reader application. To print the invoice, go to the Adobe Reader File drop down menu and select the Print option. This opens the Adobe Reader "Print" window. In the "Print" window select the OK button to print.