Option to Convert a New Order to an Invoice Before Saving


In some situations it may be convenient to immediately convert a new Sales Order to an Invoice. For example, if you are entering the Sales Order to track a backorder, but are issuing a partial Invoice directly.

This Solution provides a quick overview of this new feature. (5797)






Big Business includes the option to convert a new Sales Order to an Invoice.

As an example, you might create a new Sales Order with two items, one in inventory for immediate shipment, and one special order item that will remain on the partial Sales Order until shipped. After entering the Items on a new Sales Order, click the Invoice button.

When you click to create a new Invoice from the new Sales Order, Big Business will prompt you to save the new order. You can Cancel and return to the order, or click Yes to save the order, with Print Options as you have set, and create the Invoice. If you choose No, the Sales Order will not be saved, and there will be no information to carry forward to an Invoice--a new blank Invoice window will open. If you chose to save the order, the new Invoice will be filled in with the information from the order.



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