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.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/88e13f30-80a3-436b-870f-68ceb193af54/e0435af2-1fb8-45b4-a0e7-daf81457a090/images/cf7f7291-fe6c-4dd5-9672-3cdda97985c1.png)
Step 2: Click on the order to work on next and Move to the containers tab.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/88e13f30-80a3-436b-870f-68ceb193af54/e0435af2-1fb8-45b4-a0e7-daf81457a090/images/6fbb7df2-4397-4043-9262-68c18be68e9e.png)
Step 4: Select the container for which the invoice is being created.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/88e13f30-80a3-436b-870f-68ceb193af54/e0435af2-1fb8-45b4-a0e7-daf81457a090/images/d2bebbef-52af-491c-a11a-7357beb1b81e.png)
Step 5: Click on Invoice Payable.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/88e13f30-80a3-436b-870f-68ceb193af54/e0435af2-1fb8-45b4-a0e7-daf81457a090/images/08eb7ae7-c135-4140-a1b2-1000d531995e.png)
Step 6: Select the Create Customer Invoice option.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/88e13f30-80a3-436b-870f-68ceb193af54/e0435af2-1fb8-45b4-a0e7-daf81457a090/images/8a3cfc45-33e9-4809-809b-5aab04555496.png)
Step 7: In the pop-up, select the Existing Invoice field.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/88e13f30-80a3-436b-870f-68ceb193af54/e0435af2-1fb8-45b4-a0e7-daf81457a090/images/3d2557b8-e3df-4d8f-8fcb-dc4a0364e9d5.png)
Step 8: Choose the pro forma invoice to link.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/88e13f30-80a3-436b-870f-68ceb193af54/e0435af2-1fb8-45b4-a0e7-daf81457a090/images/b96d4bd2-910c-49d8-8878-f5c6b4a5a5b2.png)
Step 9: Select the Generate a new invoice option.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/88e13f30-80a3-436b-870f-68ceb193af54/e0435af2-1fb8-45b4-a0e7-daf81457a090/images/c330c089-c705-4c22-9542-cb183fd22621.png)
Step 10: Click Apply to invoice. A new tab will open.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/88e13f30-80a3-436b-870f-68ceb193af54/e0435af2-1fb8-45b4-a0e7-daf81457a090/images/94292db2-0100-4bf8-8975-587d7e95c43b.png)
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.
![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/88e13f30-80a3-436b-870f-68ceb193af54/e0435af2-1fb8-45b4-a0e7-daf81457a090/images/ea25eb45-d301-48b3-8b82-05afb09436da.png)
Updated on: 21/08/2024
Thank you!