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Use Invoice | Ship button

1. Open the Sales Order record that you want to process to Invoice. If the sales order is not yet created, refer to Create a Sales Order with grid details consisting of item type equal to Service, Other Charge, Software, and Non-Inventory. Refer to How to Create Sales Order.Image Removed

2. Save and close the Sales Order.

3. Go to Sales folder | Invoices menu. Click the New Invoice button on the grid search.

4. On Invoice screen, select the same Customer used on the Sales Order. At this point, the Add Inventory Shipment screen will be displayed. 

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   The Add Inventory Shipment screen will display the following customer transactions:

   1. Inventory Shipment that has already been shipped.
   2. Open Sales Order for item types Software, Other Charge, Service, and Non-Inventory.
   3. Open Sales Order for miscellaneous items.

5. Select the transactions that will be invoiced, then click the Add button.
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   The selected items will be added to the Invoice.
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6. Enter the Shipped quantity for each item.
Save or Post the transaction.
7. .
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   This button will process to Invoice the following items.
   1. All non-inventory, software, other charge, and service item type, and miscellaneous items.
   2. All not shipped inventory items that are not lotted.
   3. All shipped inventory items (lotted or not lotted) wherein its Inventory Shipment transaction is already posted.

   Note
   You are not allowed to process lotted items directly to Invoice. Reason for this is Invoice does not give you the option to assign lot numbers to lotted items. In order to assign lot numbers to these items, you will have to process it to Inventory Shipment.

Use Add Shipment screen

Refer to How Add Shipment Works

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