Invoicing Sales Orders

Sales Orders in Acctivate can be invoiced individually or in batches. Check out this article for links to our training guide.

Invoicing is the last stage of the Selling Process which completes the order. The inventoried items will be removed from inventory and a journal entry reflecting that will be made to your accounting software. Perform this process once you’ve shipped the order to your customer. Keep in mind, only Scheduled detail lines on the order will be Invoiced. Once an invoice is created, both the invoice and order are locked to changes. Select informational fields can be edited on the invoice. Below, we will go through the two ways to create invoices for your customers:

  1. Invoice individually from a sales order.
  2. Batch invoice

For voiding invoices, see here.