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      Creating Invoices
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        Creating Invoices

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          Article summary

          Invoices may be created for any Active parts in Steelhead. Sales Orders show up on the Invoicing Dashboard as soon as parts become active.

          An invoice may include multiple Sales Orders (for the same customer), a single one, a single Work Order from an SO, or as little as one part. Select the quantity of parts and from which line items to invoice on the Create Invoice dialogue.

          Creating an Invoice

          Invoices Can Also be Created from the Shipping Dashboard

          See more information about this here.

          • On the Invoicing Dashboard, find the Sales Order that contains the parts you want to invoice.
          • Click the "Add Invoice" + button to the right of the item
          • To invoice for multiple SOs at once
            • Note that they must have the same customer
            • Check the boxes next to the item
            • Click CREATE INVOICE
          • Review the Terms, Billing Address, Notes, and Line Items for the invoice.
            • Check the Line Items' pricing and enter the correct Quantity to invoice.
            • Check "Close SO Line" if this invoice completes that contract line.
          • When complete, click CREATE INVOICE, or CREATE INVOICE AND SYNC to immediately sync with your accounting software
          Invoice Terms

          Invoices require Terms and a Bill To & Ship To address to be created.
          Please ensure that:

          1. All terms of the invoice are aligned with the Terms as laid out in your accounting software
          2. All necessary changes are made before finalizing, or you will have to void and recreate the invoice

          Invoices can only be edited before they are synced with your accounting software.

          • The created invoice will now appear at the top of the the "Invoices" column. From here, you can:
            • Edit & finalize
            • View the invoice PDF
            • Email the invoice to the customer
            • Check to see if the invoice is recorded in your accounting software
            • Void the invoice, if it isn't already finalized/synced (see Voiding and Adjusting Invoices)

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          Lines Closed:

          • Lines closed means that lines were invoiced and do not need any additional invoices

            • If you leave them open by unchecking the box at invoice creation at the right of the screen you can create another invoice for the same line.

          • If you invoiced for a Sales Order that had 10 parts, but you only invoiced for 5 of them, the line would still be considered open until all 10 parts have been invoiced for.

          If the full order has been invoiced but lines have been left open, this may be because:

          • The "Close SO Line" box will default to being checked if you are charging the full amount of the order
          • This gives the invoicer more control over what is invoiced for, and what still shows up on the dashboard as needing attention

          See also:
          New Breakdowns will automatically be added to the General Ledger each time an invoice is made:
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          Rejecting Invoices:
          There are errors and blocks for instances where Quickbooks Accounting Software rejects invoices, such as:

          • When the invoice amount is less than 0
          • When the quantity is less than or equal to 0
          • When there are no line items on invoice

          However, QBO will still accept a negative or 0 invoice rate

          Walkthrough

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