Generate an Invoice from a Sales Offer

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

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.

  1. In the POS menu, open Sales > Invoicing.
  2. Tap on your sales offer. Bildschirmfoto_2023-03-22_um_16.36.04.png⮕ The Sales Offer window opens.
  3. Tap on [Convert to S.O.]. Bildschirmfoto_2023-03-22_um_16.36.18.png⮕ The Create Sales Order window opens.
  4. Tap on Create Sales Order. Bildschirmfoto_2023-03-22_um_16.36.32.png⮕ An invoice has been created from the sales offer. You can find the invoice in the Issued and Due section:Bildschirmfoto_2023-03-22_um_16.37.07.png
  5. Tap on the invoice to print or send it. Bildschirmfoto_2023-03-22_um_16.37.07.png⮕ The Invoice window opens.
  6. Tap on Ellipsis__1_.svg. 
  7. Tap on [Print Invoice]. Bildschirmfoto_2023-03-22_um_16.37.45.png⮕ The Receipt window opens.
  8. Choose how the invoice should be issued. In our example we choose Email.
  9. Tap on [Complete].Bildschirmfoto_2023-03-22_um_16.38.06.png⮕ The invoice is sent to the customer.

Learn more...