How do I create an invoice for a sales order?

Steps

1. Open the entry of a sales order which has been shipped.
2. Jump to “Sales Invoice Candidates”.
3. Select the order lines you want to invoice.
4. Start the action “Generate invoices”. An overlay window opens up.
5. Click “Start” to confirm and close the overlay window.
6. You will receive a notification in the upper right corner once the invoice has been generated.
7. Click on the notification to open the invoice document.
8. Open the PDF print preview.

Next Steps (optional)

Did you make a mistake when creating the invoice or would you like to subsequently change its recipient? Not a problem! Simply

• cancel the invoice and correct it, and/or
• change the bill-to information as required.

Example