I can link a commercial invoice with a pro forma invoice already paid
Step 1: Navigate to the sales module and open the sales page.
This process can also be followed from the Purchase or Loads Page.
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Step 2: Click on the order to work on next and Move to the containers tab.
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Step 4: Select the container for which the invoice is being created.
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Step 5: Click on Invoice Payable.
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Step 6: Select the Create Customer Invoice option.
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Step 7: In the pop-up, select the Existing Invoice field.
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Step 8: Choose the pro forma invoice to link.
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Step 9: Select the Generate a new invoice option.
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Step 10: Click Apply to invoice. A new tab will open.
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Step 11: In this tab, view the linked invoice, minus any payments already made. After completing the details, mark the invoice as complete or set it as a draft for future changes.
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Updated on: 21/08/2024
Thank you!