Option 1: From the Sales Order Screen
1. On the Finances tab, in the Sales Order group, click Manage. The Sales Order Data Management Center will appear.
2. Double-click on the Sales Order you would like to open.
3. Click the Convert to Invoice(s) button that appears on the top of the screen.
4. A confirmation question will appear. Click “Yes” to create a partial Invoice from the Sales Order.
Figure: Sales Order Conversion Message
5. The Rapid Add Sales Order Products to an Invoice screen will appear. Enter the desired Invoice quantity in the first column.
Note: The system will quickly find the desired product when you start typing the first letters of the product name.
Figure: Rapid Add Sales Order Products to Invoice Screen
6. Click the Add Selected Products button.
7. The confirmation message will appear with the Invoice number.
Option 2: From the Sales Order DMC
1. On the Finances tab, in the Sales Order group, click Manage. The Sales Order Data Management Center will appear.
2. Highlight the Sales Order you would like to convert to an Invoice.
3. Click the Create Invoice button that appears on the top of the DMC.
4. A confirmation question will appear. Click Yes to create a partial Invoice from the Sales Order.
Figure: Sales Order Conversion Message
5. The Rapid Add Sales Order Products to an Invoice screen will appear. Enter the desired Invoice quantity in the first column. Refer to the “Ordered” and “Prev. Inv.” Columns for reference.
Figure: Rapid Add Sales Order Products to Invoice Screen
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