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How to invoice items that are on an order to a client.
How to invoice items that are on an order to a client.

Describes how to invoice items that are on an order to a client in BusinessMind Software for Jewelers.

Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

To create an invoice for items on an order follow the below instructions.

  • From the main navigation bar click 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.

  • This will load the clients pending orders as well as qty information.

  • You can now add your items to the sale using the various add tools.

  • As you add the items to the sale the order qty will update.

  • When ready click the save icon which will create your invoice.

  • Heading back to the order detail view you will see the updated changes of the items delivered.

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