Deliver and invoice in one step

Before you start

• The sales order must be confirmed. See Confirm a quotation into a sales order.
• Everything on the order must be in stock, because this button delivers the whole order.

Steps

1. Open Sales > Orders > Sales Orders and click the confirmed order.
2. Click Deliver & Invoice at the top right.
3. A window asks Deliver and create invoice? and says SiaOne will deliver the sales order and create a draft customer invoice. Click Deliver & Invoice in the window to confirm.
4. The delivery note is completed, stock leaves the warehouse, and the draft customer invoice opens with all the order lines. Nothing is posted yet, so you can still check it.

What happens next

Check the invoice and click Confirm to post it - see Create a customer invoice. Then record the customer payment.