Convert a Sales Order to an Invoice

If you are ready to bill your customer for products or services they ordered, you can quickly convert the sales order to a sales invoice.

1. From the Tasks menu, select Quotes/Sales Orders/Proposals; then select Sales Orders.
2. In the Sales Order window, select List, and open the sales order you want to convert to an invoice.
3. When the sales order is displayed, click the Invoice button. Sage 50 displays the Sales/Invoicing window.
4. All of the information from the sales order (Customer ID, items, services, dates, and so on) transfers to the Sales Invoice. Review the Sales Invoice for accuracy.

5. Click the Print button if you want to print and save the invoice. Otherwise, click the Save button.

What do you want to do next?

• Ship items from a sales order
• Print a sales order
• Enter a product (standard) sales invoice
• Enter a service sales invoice
• Perform other accounts receivable tasks

Published: March 21, 2017
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