Create an invoice from a sales order through the customer page
Use Menu > Sales > Customers to create an invoice from one of the selected customer’s sales orders that has at least one line ready to bill. QuickStart carries the order details into the linked invoice and can create separate invoices when fulfilled items use different locations.
Before you begin
You need a sales order with at least one line that is ready to invoice.
To create an invoice from a sales order through the customer page:
-
Open Menu.
-
Under Sales, select Customers.
-
On the Customers list page, select the customer for whom you want to create the invoice.
-
Go to the Orders and returns tab.
-
Find the related sales order. From the Actions column, select Invoice sales order.
QuickStart generates the invoice based on the details available on the sales order record. When the sales order includes items with different locations in the item fulfillment, QuickStart creates multiple invoice records.