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.



Step 2: Click on the order to work on next and Move to the containers tab.



Step 4: Select the container for which the invoice is being created.



Step 5: Click on Invoice Payable.



Step 6: Select the Create Customer Invoice option.



Step 7: In the pop-up, select the Existing Invoice field.



Step 8: Choose the pro forma invoice to link.



Step 9: Select the Generate a new invoice option.



Step 10: Click Apply to invoice. A new tab will open.



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.

Updated on: 21/08/2024