Lab Exercise: Invoicing the Customer

Invoicing the Customer Video

Now that the products have been sold and shipped, the next step is to send an invoice to the customer for payment.

The invoices were created during shipping process, by checking the available option to do so.

Those invoices can be viewed at Sales > Transactions > Invoices.
At this time, they should be in "Drafted" status.
Select the Invoice associated with the Addison Restaurant Group.
In standard fashion similar to other records, the invoice will show up as a header record, with the items listed on the Line Detail tab.
Once satisfied that all is correct, the invoice can be completed using the DOCUMENT ACTION button.
You can print and send to the customer by selecting the record and using the PRINT button.
Emailing is available by selecting the "Envelop" icon in the print preview window.

Follow the same steps to review, complete, and print the Melville Coffee invoice.