USER GUIDE
Create an invoice from an order
Copy a confirmed order straight into a draft invoice.
On a confirmed, in-progress or fulfilled order, press Create invoice: Bizinly copies the header and lines into a new draft invoice linked to the order. The order only becomes Invoiced once you issue that invoice.
- Open the order and make sure it is confirmed, in progress or fulfilled (press Confirm on a draft first).
- Press Create invoice. You land on the new draft invoice.
- Customer, addresses, contact, currency, tax mode, payment terms, reference, customer PO, shipping, document discount, service period, notes and every line are copied across and totals recomputed; the reference field holds the order number. The due date, payment method and bank account are filled in from your payment terms and settings.
- Review it, and press Edit if anything needs to change.
- Press Issue. The invoice gets its number, is locked, and the order's status changes to Invoiced.
- Both documents list each other on their Related tab.
Related: Create a sales order, Issue and lock invoices, Working with documents.