3.5 — Manager & Director Lines
📍 WHERE TO FIND IT
Accounting ▸ Customers ▸ Invoices ▸ [Invoice]
✅ WHAT TO DO
Create the customer invoice from the confirmed sale order. Click 'Create Invoice' on the SO or find it in Accounting.
- From the SO: click 'Create Invoice' button
- Choose 'Regular Invoice' type
- Set invoice date to booking/SPA signing date
💡 TIP
Always create the invoice from the Sale Order — this ensures the invoice is linked to the SO for reconciliation.
Rating
Commenting is not enabled on this course.