Re: [SL] Cannot create invoice from orders

[<la...@cl...>]

> Here is the process I went through:
>
>   1.) Created a new project under "Projects > Add Project"
>   2.) Created a time card for the project
>   3.) Generated a Sales Order:
>       a.) Clicked on "Projects > Generate > Sales Orders"
>       b.) Selected the project, clicked "Detail", then "Continue"
>       c.) Selected the time card I had just created
>       d.) Clicked "Generate Sales Orders"
>
> After the above is where I get stuck.  I cannot see anywhere other than
> "Order Entry > Reports" to call up the invoice, but when it is called up
> in the report, I cannot click on it.  I just went through the above by
> doing the creation of another time card on a different project and have
> run into the same thing.
>
> Where do I go to generate the Sales Invoice from the order?

I am not too sure about it neither as I am not on the latest release.
Typically speaking, you should be able to generate a sales invoice from a
sales order by clicking on the sales invoice button within the sales
order. Remember though, from the sales order report you cannot see the
sales invoice. You can retrieve a sales invoice from the AR Report (If it
was posted).

>
>>
>> You want to create a vendor invoice on the AP side. Use the generate
>> purchase order feature to create a P.O. from the sales invoice. Then
>> you
>> can create a vendor invoice from the P.O. You also will have to create
>> an
>> account in both the customer and vendor database. Close the sales
>> order
>> after you have generated the P.O. We have small number of employees
>> and
>> that's how they--and myself--get pay.
>
> I am not sure I understand the above?  You mention generating a Purchase
> Order from a vendor, but I am only doing services, not selling products (I
> probably did not mention that; I was not sure it was relevant).

Yep, your right, I misunderstood you were doing payroll...my bad...Tim