Sales order can be changed to invoice by several different methods. One sales order can be changed to invoice, it can be copied as invoice and part of the order can be copied as invoice.
Changing sales order to invoice
By changing sales order to sales invoice transfers all the information from the order to the invoice. The same order invoice number will also be transferred to the invoice and the sales order will be replaced totally by the invoice.
- Once invoiced order cannot be changed to invoice.
1. Go to the sales order view and click Change to invoice button.
2. Procountor will warn that the sales order will be replaced by the sales invoice if it is changed. Click Change to invoice.
3. Procountor will change the sales order to sales invoice and all the information from the order will be transferred to the invoice.
Copying sales order to invoice
By copying sales order to sales invoice, transfers all the information from the order to a new invoice. The invoice will get a new receipt number and the order will transfer to Invoiced status.
1. Go to the sales order view and click Change to invoice button.
2. Click Copy as invoice button.
3. Procountor will create a new sales invoice and all the information from the order will be transferred to the invoice.
Sales invoice will be in Unfinished status and the order in Invoiced status.
Copying part if the order to invoice
By partly copying sales order to sales invoice, transfers the selected information from the order to a new invoice. The invoice will get a new receipt number and the order will transfer to Invoiced status.
1. Go to the sales order view and click Change to invoice button.
2. Click Copy partially to invoice button.
3. Next window will show all the order rows. Specify which rows will be transferred to the invoice.
4. Procountor will create a new sales invoice and all the selected information from the order will be transferred to the invoice.
Sales invoice will be in Unfinished status and the order will wait for the next invoicing.