Exercise - Work with invoices from sales orders - Training

In this exercise, you will:

Create an invoice from a sales order

In company USMF, go to Accounts receivable > Orders > Shipped but not invoiced sales orders.
Select a sales order in the list.
On the Action Pane, select Invoice.
Select Invoice. Note that this sales order has multiple packing slips associated with it. It will only show the word instead of the packing slip number.
Expand the Parameters section. Posting must be set to Yes to post the invoice. You can also turn off posting and just print the invoice. However, you can accomplish the same result by creating a pro forma invoice instead of an invoice. This option is used for batch jobs. The query is run when the batch job is run.
In the Print field, select After.
Select Yes for Print invoice. Print management can print multiple copies of the invoice and also send the invoice by email as a PDF file.
In the Print charges field, select Summarize.
In the Check credit limit field, select Balance.
Select Cancel.

Go to Accounts receivable > Orders > All sales orders.
Locate a customer that has multiple invoices open.
Select an open sales order.
Select another open sales order for the same customer.
On the Action Pane, select Invoice.
Select Invoice.
Expand the Parameters section.
In the Quantity field, select All. Note that two invoices are listed in the overview section. Now, you can merge them into a single invoice.
In the Summary update for field, select Invoice account.
Select Arrange to merge the sales orders into a single invoice. The two sales orders are now merged into a single invoice.
Select Cancel.
Select Yes.