How to Create an Invoice

Want to send an Invoice to your customer if they are in your retail location or if they are at home. The first step is to transfer a Quote or Sales Order to an Invoice. If you don't have a Quote or Sales Order, create a new Invoice.

Steps

Go to Accounting.

Under the Sales & Invoicing Heading, Choose Invoicing.

If prompted, choose the Location and Till.

Type in a customer and at least one item.

Choose complete transaction.

 

Now that you have created an Invoice, you need to pay the invoice. 

• Will the customer be paying now
• Will the customer be paying later