Creating invoices from order

  1. Select Manage Processing > Invoice.
  2. Click Create Invoice From Order.
  3. Specify this information:
    Company
    Select a company number.
    From Order
    Select the order from which to copy the data.
    From Shipment
    Select the shipment from which to copy the data.
    Override
    For credit memos with an invoice type of From Invoice, select this check box so that these new reason code values are available: Credit and Return based.
  4. After creating the header and detail lines, values of the From Order field are copied to the new invoice.
  5. Change header and detail line information as needed.
  6. Click OK.
  7. Select Actions > Release.