- Creating Invoice from Sales Order

  • Go to the "Orders" tab
  • Click the "Subject" of the order to create an invoice for a customer who has not yet paid.
  • Click the "Create Invoice" button. This will create an invoice in the system that can be found under the "Invoices" tab and generate a Invoice PDF that can be emailed to the customer directly or saved as a file.
  • Once the invoice has been created, this button changes to "Print Invoice" if you want to generate the PDF again.
  • If emailing directly to the customer, the email template that is used can be found in "Settings > Templates > Email Invoice". This template can be customized there to the business needs in the HTML editor (Enterprise and higher editions only).
  • Clicking "Create Invoice" allows for Print/Email PDF selection.
  • To email the PDF file, select "Email PDF" to email the Account and/or related contacts.
  • Select the checkbox next to each Contact.
  • Enter additional email addresses in the text box if desired. Separate multiple email addresses by a semicolon.
  • Click "Email PDF" to email selected recipients.
  • The order will appear in the "Invoices" tab once created.
  • Select the order in the Invoices tab to view additional sub-tabs and to export the Invoice PDF.