Why can't I create multiple invoices off of one quote?
Some of you might be using a system that uses quotes to generate invoices. While it can technically be done, it severely limits the information that can be shown on the order and it assumes that everything related to the order will be perfect every time. Some assumptions that must be true ...You will have enough in stock to cover the order (no backordering), you will receive all of the payment at once (no pre/partial payments will ever be used), and you do not Drop Ship any items.
This is why we strongly encourage you to utilize our Sales Orders in the system. Doing so will allow you to backorder any items needed to fulfill an order, apply pre/partial payments to orders, and allow you to Drop Ship from a remote warehouse. This becomes particularly useful when more than one person is working orders. This video will explain why it is important.
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How to create Sales Invoices?
Sales Invoices track sales of products or services for inventory control and for tax and accounting purposes. Sales Invoices record a customer’s liability to you and record income from the transaction. The calculations made on Sales Invoices are also ...
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Overview The Invoice Reminders extension allows you to configure automatic reminders to customers for whom you have have invoiced. The extension includes a number of pre-written email templates that are customizable and allows for the creation of ...
How to split a sales invoice from one into two
To split an invoice into two, remove the items from the first invoice by right clicking the line and selecting delete. Alternatively, you may also decrease the quantity of the item. Next, open the sales order and choose Generate / Sales Invoice. A ...