Add an order to an existing invoice

Here's how to add an order to an existing invoice

Table of Contents:

1. From the Order Details page
2. From the Items List

From the Order Details page

1. From the order's detail page, Click on the dropdown next to 'Create Invoice' 

 

2. Click on Add to existing invoice

 

3. Click the existing invoice you want to add the order to

If it's not in the suggested results, enter the Invoice ID in the search bar

 

4. Click on Create

 

From the Items List

1. From Items tab in Receivables, click on the dropdown arrow on a completed order, and select "Add to existing invoice"

Alternatively, if you want to add multiple orders to an existing invoice, select them from the list, and click "Add to existing invoice" on the top right

Note: to add multiple orders at a time, they must be for the same customer

If it's not in the suggested results, enter the Invoice ID in the search bar

 

4. Click on Create