Converting a Sales Order to an Invoice

Once you've fulfilled a sales order, convert it to an invoice to bill the customer and record the revenue.

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How to Convert

1. Go to Sales → Sales Orders
2. Open the sales order
3. Click Convert to Invoice
4. Review the pre-filled invoice
5. Adjust dates, quantities, or any other fields as needed
6. Save as Draft or approve immediately

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What Gets Carried Over

• Customer and currency
• All line items (description, qty, rate, unit, discount, tax, account)
• Shipping details
• Notes and terms

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After Conversion

• The sales order is marked as Converted
• A link to the invoice is shown on the sales order detail page
• Approve the invoice when you're ready to post it to your accounts

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Frequently Asked Questions

Can I convert a sales order before fully delivering the goods?
Yes. You can adjust the quantities on the generated invoice to reflect what was actually delivered. The sales order stays converted — so keep track of any partial deliveries manually or through notes.

Can I convert the same sales order multiple times?
No. Each sales order can only be converted once. For recurring orders, copy the sales order and convert the copy.