Converting Sales Order (SO) to Invoice (INV)

Converting a Sales Order to an Invoice transforms your fulfillment commitment into a billing document. When you create an invoice from an SO, all order details, buyer information, line items, quantities, pricing, and payment terms, automatically populate the invoice form. No retyping required.

Create invoices after goods or services have been delivered. Buyers expect to be billed once they receive what they ordered.
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Create multiple invoices from one SO when billing in phases. Useful for large orders with payment milestones like 30% upon order, 40% upon delivery, 30% upon completion.
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Create invoices immediately after SO acceptance for advance payment or deposit requirements per your payment terms.
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Bill buyers when goods are shipped, especially for orders with net payment terms (net 30, net 60).

Go to your Sales Orders dashboard and click on the SO you want to invoice. Review the SO details including buyer information, line items, quantities, pricing, and payment terms.
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From the SO detail page, click the Create Invoice button. The system opens a new invoice form with all SO data pre-populated.
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The invoice form automatically includes:

Make any necessary adjustments such as partial quantities if not invoicing the full SO, adjust payment terms or due dates, add or modify line items, or include additional charges (shipping, handling).
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Click Send Invoice to deliver it to the buyer. The buyer will get an email notification where they can view or download the invoice.

When you create and send an invoice, the system automatically generates a corresponding Bill in the buyer's Quotable account. The buyer receives email notification with invoice details and payment link. No action needed from you, the Bill creates automatically.
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​Q: What if the Buyer doesn't have an active Quotable Account?
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​Answer: The Buyer doesn't need to have an active Quotable account to receive your invoice. The buyer can still receive, view and download invoices via no-login links.
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Your invoice starts with status Sent and payment status Unpaid. As buyers make payments, status updates to Partially Paid or Paid. Track all invoice statuses from your Invoices dashboard.

The invoice remains linked to the originating SO. View the connection in Related Transactions on both the SO and invoice detail pages.
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You can create multiple invoices from a single Sales Order for milestone-based or phased billing. Each invoice can have different line items, quantities, or amounts totaling up to the SO value.
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All three invoices link back to the same SO, maintaining complete audit trail.
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Invoice partial quantities from the SO as items are delivered or completed. Remaining quantities can be invoiced later.

Invoices created from SOs include embedded Quotable Payments links. Buyers can pay instantly via credit/debit cards, e-wallets, bank transfer, or other supported methods. Payments process in real-time with automatic status updates.
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Buyer wants to using an offline payment method? No problem, we support manual payment recording. The buyer can upload a proof of payment and it will be applied directly to your invoice and marked as for payment verification on your invoice dashboard.

Track payment status progression:

Embedded payment links reduce collection time from 3-60 days to same-day payment. Buyers click "Pay Now" and can pay easily without needing to create an account.

All invoices created from SOs include:

Convert Sales Orders to Invoices in seconds. A few clicks populates all data, embedded payment links speed collection, and automatic Bill generation keeps buyers informed, streamlining your entire billing process.

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