Invoice a sales order

Last updated: August 28, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Invoice in the reference.

What this does

The Billing tab turns a sales order into invoices. Bill the whole order, bill it in stages, or bill by item.

Open the Billing tab

Open the sales order, go to Processing, then Billing.

Steps

  1. Choose how to bill: By Item bills exact line quantities; By Amount bills any amount you choose, which also covers a lump sum or a staged milestone.
  2. Bill the order fully, or enter partial amounts to bill progressively over time.
  3. Use Raise Invoice to bill. It posts to Finance and lowers what the customer still owes on the order.
  4. Use Raise Credit from here if you need to reverse part of a bill.
The Billing sub-tab on a sales order's Processing tab, showing Order Qty, Delivered and Invoiced quantities per line, and the Raise Invoice and Raise Credit buttons
The Billing tab, with both lines already fully invoiced
Good to know. An order can be billed across several invoices until it is fully billed.

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