Flip Order Into an Invoice
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To begin, enter the Sales Orders module from the main menu.
There are 2 ways you can create invoice based on existing order from the Sales Orders module:
1) From the Sales Orders grid
- Right click on the order you want to flip into an invoice.
- Select the "Flip to Tax Invoice" option.
2) From the Order Form
- Double-click on the relevant order from the Sales Orders module.
- Locate the green "Flip to Tax Invoice" button. Click on this button to begin.
Please Note
The system will reject an invoice that is based on an order if the customer requires confirmation of the order.
On the first screen, click on "Browse File" to upload the invoice image from your desktop.
The image can be in PDF or JPEG format.
(We will make sure that the invoice has a "source" or "true copy" stamp.)
Pay attention
The digital signature password field will always be automatically filled out for you, so there is no need to make updates to this field.
If you want to attach accompanying documents to the invoice, you can do so from the current screen - click on the blue "plus" sign below the digital signature password field and browse your computer for the relevant documents.
When finished, click on "Next".
On the next screen, fill in all the required fields according to the invoice image.
Under the "Invoice info" section, the Invoice Origin and Order # fields are automatically completed for you.
When finished, click on "Next".
Now, select the invoice lines from the order and edit the quantities and amounts according to the invoice.
There must be a complete match between the total amount of the invoice lines and the total amount on your invoice image.
When finished, click on "Next".
In the current screen you can add a discount and change the VAT percentage. (If VAT does not apply to you, enter 0 in this field).
When finished, click on "Next".
Finally, please make sure that all the data has been typed correctly and, again, check that there is a complete match to the total value on the invoice image.
When finished, click "Send Invoice".
