A sales order invoice confirms a Sales Order's contents, including line items, cost, status, and terms of payment. The licence 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
In the Wholesale application, open the Sales Orders tab. It should be open by default.
Select a Sales Order and click the
icon in the rightmost column. This opens a menu of options.
Click Download PDF to generate and download the Sales Order invoice.
You can also proceed to the Sales Order's Profile to download the invoice.
Select a sales order to open the Sales Order's Profile.
In the Overview section, click Download. This prompts the Sales Order invoice to download, in PDF format.
From the Sales Order's Profile, you can also Create a Shipment.