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How to Download a Sales Order Invoice
How to Download a Sales Order Invoice
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

A sales order invoice confirms a Sales Order's contents, including line items, cost, status, and terms of payment. The license holder must send a sales order invoice PDF to the vendor as soon as a new Sales Order is Approved.

Required permission(s): sales_order_read

  1. In the Wholesale application, open the Sales Orders tab. It should be open by default.

    [img sales-order-index]

  2. Select a Sales Order and click the

    mceclip1.png

    icon in the rightmost column. This opens a menu of options.

    mceclip2.png
  3. Click Download PDF to generate and download the Sales Order invoice.

    • Note: The invoice will be unavailable if the Sales Order has not been approved. If the status is Open or Pending Approval, Change the Sales Order's Status.

      mceclip0.png

You can also proceed to the Sales Order's Profile to download the invoice.

  1. Select a sales order to open the Sales Order's Profile.

    [img sales-order-profile-unpackaged]

    • Note: The invoice will be unavailable if the Sales Order has not been approved. If the status is Open or Pending Approval, Change the Sales Order's Status.

  2. In the Overview section, click Download. This prompts the Sales Order invoice to download, in PDF format.

    mceclip1.png

From the Sales Order's Profile, you can also Create a Shipment.

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