Sync

The article outlines the steps to create an invoice.

FOLLOW STEPS BELOW:

1. Click New- Invoice

2. Choose to create from Pick Ticket, Shipment, Sales Order, Customer or Sub Customer

3. Select Different default address if required- address will default to the billing address of the customer on the SO

4. Enter 'Tracking #' in the refence field

5. Enter a comment as required

6. Amend terms if required- terms will default to what is set on the customer in Sync admin

7. Check line items & units, enter line comments or reference (if details are incorrect the SO/ Pick ticket etc will need to be corrected first)

8. Add nonstock lines if required for freight etc- depending on your Sync config you may be required to select a job

9. Add any additional details/ custom field entries if required

10. Review details

11. Click 'Approve'

12. Click 'Print Preview' to print out the invoice

13. Click 'Print Labels' as needed

*Invoice cannot be edited after approval

*Depending on your Sync configuration you may be required to first 'confirm' then 'approve' the invoice- if 2 stage invoicing is enabled.

NOTES: 
- Sales order / pick ticket must be despatched before an invoice can be created.
- You will not be able to invoice if the customer has been flagged as 'Overdue'.
- The Invoice 'Ref' for tracking number can be amended AFTER Invoice Approval.

NB. For a quick tutorial watch below