Delivery Process and Invoice Generation

Steps for Invoice Generation ⇒

1. First you will need to click on the 'Sales History' item located on the menu.
   
2. Select the order to which you want to generate an invoice. This will take you to the View Sales Order screen.

   The below screen provides an Overview of the Order #94.

   

   Click on Print Order button to view and print the above order #94.

   
3. Now you will need to select the 'Delivery' tab from the 3 tab at the top of the screen as show below;
   
4. Tick the box that says 'Ready to Deliver' which will give you the option of clicking the 'Set Quantities for Completion' button or manually enter the quantities delivered.
   
5. Click the 'Set Quantities for Completion' button.
   
6. After entering all the quantity details tick the box that says 'Quantities Entered'.
   
7. Finally review the details carefully before clicking the 'Confirm' button.
   
8. Click on the 'Payments' tab to view your newly generated Invoice.
   

☞ For partial delivery, if the quantity delivered is less than ordered, you will get the option to create a BackOrder.

Now you can go to Data Sync and send the invoice to Xero.