Creating a Parts Sales Invoice

Parts Sales Invoice is the document on which you register your parts sales to customers and invite them to pay according to the delivery and payment terms agreed upon. To manage the shipment process, use  Sales Orders⁠ , in which sales invoicing is integrated.
To create a Sales Invoice:
    You can create a new Sales Invoice by selecting Sales from the navigation menu, followed by Sales Invoice in the Parts Sales Admin role centre, or by creating one from a  Sales Quote⁠ ; select Home from the Sales Quote menu bar, followed by Make Invoice.
    In the Sales Invoice list, select New from the action bars.
    In the General FastTab, you can add a Service Type or leave it blank. In the Customer Name field, select the customer to add to the quote. Then, go to the Lines sub-page to add the items, and double-check that the correct price and quantity are added.
    When the customer pays the bill, you can proceed with posting the document and taking payment. Select the Post option from the Take Payment split button dropdown menu under Home in the menu bar.
    Confirm that you want to Post, and then select the method of payment and enter the amount in the Amount field. Click Close.


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