You have created a sales offer and want to generate an invoice for it in advance? You will learn how to do that in this How-To.
Requirements
- You have created a sales offer
- You have activated Track Fulfillment in the Offers tab of your sales channel.
Your settings in Order Management > Order Settings > Delivery > Tracking can have an impact on the process. This How-To shows the process without order tracking.
- In the POS menu, open Sales > Invoicing.
- Tap on your sales offer.
⮕ The Sales Offer window opens.
- Tap on [Convert to S.O.].
⮕ The Create Sales Order window opens.
- Tap on Create Sales Order.
⮕ An invoice has been created from the sales offer. You can find the invoice in the Issued and Due section:
- Tap on the invoice to print or send it.
⮕ The Invoice window opens.
- Tap on
. - Tap on [Print Invoice].
⮕ The Receipt window opens.
- Choose how the invoice should be issued. In our example we choose Email.
- Tap on [Complete].
⮕ The invoice is sent to the customer.