To create an invoice for items out on memo to a client follow the bellow instructions.
From the main navigation menu, click on the plus icon.
Choose Record New Sales. The screen will look something like this ...
Next fill in the basic information in the top section. Start with the To field. Begin typing the customers name. After you have typed at least 3 letters, the auto complete dropdown will appear with matches. Keep typing to narrow the matches and select one when ready.
Delivery Info is usually the address associated with this invoice, though, it is not strictly limited to that and can even contain delivery instructions. After you have selected the customer this invoice is To, you may notice that the Delivery Info label changes to a blue link. This happens when the customer you selected has address information in their contact record. You can click this link to quickly copy one of their addresses into the Delivery Info field.
Payment Info is used to advice the recipient of the invoice about how and when payment is expected. Add as much detail as necessary.
Click the Add Item From Memo button
From the Item field you can search for the items you want to sell. You can do this by typing the memo number, customer name, or searching for the items specifically.
Add each item you are invoicing and adjust the qty's as needed.
Click the save icon to complete the process which will bring you to the invoice detail view.
Click the PDF icon to print your receipt/invoice.
