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FLPomeroy
ChannelOnline supports the creation of invoices at either the order level or the item line level. Users can choose which format to use from the document settings in the control panel.
Creating an invoice at the line level lets the reseller send an invoice for specific items or for partially shipped orders. All invoices are created from and tied directly to a sales order but are assigned a unique invoice number.
To create an invoice at the item line level: From the sales order with a status of Submitted or later (not Pending, Cancelled, or Completed), scroll down the page to the item(s) for invoicing and select the box next to the item.
From the drop-down tab "Create Doc" select the "Create Invoice" option.
A screen will display the items from the order to the invoice. Verify/edit the items and number of products to invoice and click on the "Create Invoice" button.
The newly created Invoice is assigned an Invoice Number. Clicking on the "SO" icon will switch back to the sales order.
Note: The option for "Create Invoice (All)" will create an invoice that includes all line items in it. This option will save you the step of having to place a checkmark next to the items that you wish to invoice if your intention is to invoice all items from the SO.
Creating an invoice at the order level lets the reseller generate the document with a single keystroke. With this option, the sales order and invoice share the same identification number.
To create an invoice at the order level (legacy): From the sales order with a status of Submitted or later (not Pending, Cancelled, or Completed), scroll down to the bottom of the page. Click on the "Convert to Invoice" button
An invoice has been created sharing the same document number
