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Invoices can be created only on the approved Sales Orders.
To view the list of the invoices select Customers / Invoice List or Company / Documents / Invoice List
from the Main Menu, or press either  or  on the Commands Panel
and select  Invoices in the Navigation Pane.
Use the following steps to create an Invoice:
- Select Customers / Invoice List from the Main Menu.
- Make right click in the Preview Pane, select Add.
- Select the Customer from the drop-down list and select the Sales Order for which you want to create an Invoice. Press the Ok button.
- View information about the Invoice:
- Invoice Number - The Invoice Number that is auto assigned.
- Date - The date the invoice is being created on. To change the date press the little square besides the date and navigate to the date you need.
- Check the information about the Customer in the following fields.
- Customer - The list of the Customers.
- Customer's Address - The address of the Customer.
- Ship To - The shipping location if the Customer has multiple Shipping Locations.
- Ship To Address - The address where the order is to be delivered to, if the Shipping location of the Customer is different from his Address.
- PO Number - If the Customer's Purchase Order was entered in the Sales Order then it can be viewed in this field.
- Terms - The Customer's payment terms are set on the Customer record. These terms can be changed in the Sales Order by selecting a new term from the drop-down list.
- Ship Via - The method of delivery is set on the Customer record, however it can be changed in the Sales Order.
- Check the information about the item in the following fields.
- Item - The list of the items for the selected Sales Order.
- Item Description - The description of the item.
- Ordered - The quantity of items ordered by Sales Order.
- Prev. Invoiced
- The quantity of items that were already invoiced on this Sales Order.
- Quantity - The quantity of the items that the Customer wants. Quantity can be changed using little
arrows beside the quantity number.
- UOM - The unit of measure the item is being invoiced. Select it using the UOM drop-down list.
- Price - The price of the item. Adjust the amount of the item's price.
- Total - The price of the item multiplied by the quantity.
- Tax - Checking this box defines whether the item will be taxed or not. Tax jurisdiction should be selected in the Tax field at the bottom of the page.
- Tax field - The list of the tax jurisdictions that are defined in the Tax Jurisdiction List. (See Tax Jurisdiction List)
- View and check the information in the following fields:
- Total - The price of the items multiplied by their quantity.
- Total Tax - The total tax for all the items.
- Gross Total - The total price plus the total tax.
- Save and finalize the current document using Toolbar.
To edit the contents of the Invoice or to approve the current Invoice select the necessary Invoice in the list, make right click on it and select Edit.
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