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 right of the screen.
4. A confirmation question will appear. Click “No” to convert the entire Sales Order into an Invoice.
Figure: Sales Order Conversion Message
5. A 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 at the top of the DMC.
4. A confirmation question will appear. Click “No” to convert the entire Sales Order into an Invoice.
Figure: Sales Order Conversion Message
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