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Create an invoice from an order

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  • If you are a user with the Root or Admin role, you can complete the operation.
  • Ordinary users need to have the following permissions on their profile to complete this operation.
    • Allow user to handle Invoices.
    • Allow user to handle Orders.

You can create an invoice from an existing order. To do this, open the app menu and click on the Orders item. Find and select the order which you want to generate an invoice from.

Open the form options menu at the top right and click on the Create Invoice from Order option.

Select a due date for the invoice and click the Create new Invoice button. A dialog will appear to confirm the operation. Click Create new invoice button to complete the operation. From this moment on, the order and the invoice will be related. Therefore, the details from both elements can be used in the generation of new documents.