Invoice a sales order

Last updated: June 20, 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, or as a lump sum or milestone.
  2. Bill the order fully, or enter partial amounts to bill progressively over time.
  3. Confirm to raise the sales invoice. It posts to Finance and lowers what the customer still owes on the order.
  4. Use a credit note from here if you need to reverse part of a bill.
Order – BillingBilling modeBy itemLump sumMilestoneBilled so far1,500 of 2,500Create Invoice
Billing an order, with progress so far simplified mockup
Good to know. An order can be billed across several invoices until it is fully billed.

Related

  • Allocate stock for an order
  • Issue a credit note