Invoices for orders
An invoice records a sale in accounting terms: revenue, taxes, and totals.
Where to find
Usually available in “Sales” → “Operations” (or in the “Invoicing”/“Accounting” section — depending on configuration).
Relation to an order
An invoice can be created based on a sales order and/or a shipment.
When created, it typically transfers:
- customer;
- warehouse/location and/or address;
- lines and quantities (from the order or from the actual shipment);
- prices, discounts, and taxes.
Typical scenario
- Make sure the order is confirmed.
- Create an invoice for the order (or for the shipment, if configured).
- Check amounts and taxes.
- Post the document.