Attach an existing invoice to an order

Before you start

You need two things: a confirmed sales order, and a customer invoice for the same customer that is not linked to any order. See Confirm a sales order and Create a customer invoice.

Steps

1. Open the sales order. Invoices at the top shows 0, so no invoice is linked yet.
2. Click Attach Invoice.
3. Pick the invoice from the list. Type its number in the search box to find it quickly.
4. SiaOne compares the items on the order and on the invoice. Matched means they agree on the quantity and the price.
5. Click Attach. The invoice is now linked to the order, and Invoices shows 1.
6. Click Delivery. An invoice for stock products delivers the goods when it is posted, so the delivery note is already Delivered. The order's own waiting delivery is replaced by it - nothing is left to deliver a second time.

What happens next

The invoice keeps its link to the order. Collect the money as usual: see Record a customer payment.