Invoice Orders

If Customer Order Fulfillment is the entry point of the supplier-sourced customer orders then a user, if given permissions, will be able to invoice one or multiple customer orders at the same time. Once a customer order has been dispatched, the invoice can be created:

  1. From the side menu, choose Customer Order Fulfillment.
  2. Choose one or more dispatched customer orders.

  3. Click Create Invoice.

    A dialog box is displayed to choose the Document ID to be used.

    This image shows the Create Invoice dialog box.

  4. Click Create. A new page is displayed with the invoice details.

    The Invoice data is pre-populated with the selected customer order data. On the Item Details screen, it is possible to adjust the Cost and Quantity if required.

    This image shows the Customer Order Fulfillment screen.
  5. Once ready, click Submit to create the invoice.
  6. Once submitted, the user is redirected to the Homepage. The status of the customer orders is changed to Processing Invoice while the invoice is integrated.