Convert Sales Order to Invoice
After you’ve created a sales order and sent the items to your customers, you may want to create an invoice for that order. Fortunately, Mindx Inventory allows you to convert a sales order into an invoice seamlessly. Here’s how to do it:
- Navigate to Sales > Sales Orders.
- Select the sales order that you want to convert into an invoice.
- On the Details page, Click on Convert to Invoice button
- In the New Invoice page, you’ll notice that the details from the sales order are auto-populated for your convenience.
- You can then save and send the invoice to your customer.
Once the sales order is invoiced, its status will automatically change to Closed, indicating that the order has been completed.
This feature streamlines your workflow, making it easy to transition from sales orders to invoicing without missing a beat!
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