Invoices

An invoice is generated from a Delivery Note and includes all product units and values.

You can make an Invoice inactive. The inactive Status is halfway to delete and the record will no longer show unless you specifically look for it.

If you are sending landed (duty paid) goods to your customer, you need TWO invoices, one for the customer with the landed price, and one for customs with the…

Mark an Invoice as paid once payment has been received. Marking Invoices as paid will allow you to review both on screen and in reports

Mark Invoices as Locked to prevent any further changes from being made to the Invoice.

You have changed your customer's sales tax/VAT status within their Customer entry, existing Sales Orders will need to be updated via Update Customer Fields to…

When changing the currency for a Sales Order and any subdocuments created; any subdocuments will need to be made inactive, then the currency can be changed on…

Once an Invoice has been created within the Order Tracker area of an Order, you have the option to export the Invoice as a PDF.

You can select delivery notes you are wanting to raise invoices against from your Order list view, and raise invoices for them via bulk actions.