• Create Full Invoice or Deposit Invoice
• Print the Invoice

• Go to Sales order menu
• Search for the sales order for which invoice is required
• Open the Sales Order
• Go to the bottom of the screen, and under the summary find the button labeled Deposit Invoice and Full Invoice
• Click on Deposit Invoice

• A popup will open
• Provide the billing name and billing address in the popup - by default it will be same as billing name in the sales order
• You can change the billing name as required for the invoice
• Billing name should be selected from the master, if it is not there then click on the + button next to the billing name and Add a new billing name
• Provide the amount that the customer is paying as advance
• Click Confirm

• The invoice number is auto generated and displayed in the sales order screen
• Only last invoice created is visible on the sales order screen
• Click on the Print icon to print the invoice

• Go to Sales order menu
• Search for the sales order for which invoice is required
• Open the Sales Order
• Go to the bottom of the screen, and under the summary find the button labeled Deposit Invoice and Full Invoice
• Click on Full Invoice

• A popup will open
• Provide the billing name and billing address in the popup - by default it will be same as billing name in the sales order
• Billing name should be selected from the master, if it is not there then click on the + button next to the billing name and Add a new billing name
• You can change the billing name as required for the invoice
• Click Confirm

• The invoice number is auto generated and displayed in the sales order screen
• Only last invoice created is visible on the sales order screen
• Click on the Print icon to print the invoice

• Go to Customer Invoice menu
• Search for the invoice
• Open the invoice

There are various search filters available, choose the search option as per the information you have You can search using Sales order number, or customer name, or date, or invoice number.

• Click on Edit button on the Invoice Header
• Scroll to the label Billing Name
• Choose an existing billing name if it already exists
• Or create + button next to the billing name label to add a new billing name

Note: System will automatically get the Tax ID, Email or Mobile number from the master whenever the billing name is changed in the Invoice header.

Modify the Tax ID, Email or Mobile number in the invoice by following the below steps only if it is missing in the customer master or if the customer master was modified after the invoice was generated

• Go to the section Additional Info in the Invoice
• Scroll to the label Tax ID Vat / GST
• Provide the Tax Number of the customer that is applicable
• Scroll to the label Email
• Provide the email address
• Scroll to the label Mobile
• Provide the Mobile number