Get started with orders ready to invoice list
Open Menu > Receivables > Invoicing, and then select the Orders ready to invoice tab to find open sales orders that have at least one item ready for billing. From the list, you can review the amount and lines ready to bill, preview an order, or create its invoice.
Each row includes the customer, order date, sales order total, unbilled lines, and amount ready to bill. Select a column heading to change the sort order.
Use the search bar or apply filters to narrow down the list of sales orders based on your preferred criteria. In the search bar, you can enter a complete or partial sales order number. Filters for customer, order date, and ready to bill (billable amount) are available. Select a filter to move it to the search bar and display fields where you can specify a customer or date range, or choose a status, as applicable.
Open the row actions to select Details or Invoice sales order. Details opens a preview drawer. Invoice sales order creates an invoice from the sales order.
To add, remove, or reorder columns, select Show column personalization. Use More actions to save and manage a custom list view.