Invoicing a Sales Order In Acctiva

Created by Amanda Kennedy, Modified on Wed, 13 Sep, 2023 at 12:01 PM by Amanda Kennedy

  • Once a Sales Order has been input, payment has been taken, and tracking has been provided, we will begin invoicing the SO/PO to finalize the order.
  • To create an invoice, click the 'Action' tab, located above the Order# bar and select 'Create Invoice' 
    • Shortcut: Ctrl+I
  • Always double check that payments are correct!
    • If an order was paid in full, the payment amount will be black, while any Net term payments or Amazon Seller Orders will be Red
    • Make sure that tracking numbers are put into the order, in the Shipping Information box.
  • Once the invoice is printed out, we organize invoices with a top slot, and bottom slot.
    • Top slot is for Net Term payments and Amazon Seller, where the payment will not be sent until a specified amount of time.
    • Bottom slot is for payments that have been paid in full, like our LGA web orders, or prepaid orders from customer accounts.

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