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Invoicing
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Invoicing in Steelhead is managed through the Invoicing Dashboard.
Sales Orders and Work Orders appear on the Invoicing Dashboard when they are created. Sales Orders will appear here as soon as they are created. When the parts arrive at the Invoicing Process Node, the "Ready to Invoice" Status is activated.
Also see:
- Creating Invoices
- Sending Invoices to Customers
- Completing Parts from the Invoicing Dashboard
- Navigating the Invoicing Dashboard
- Voiding and Adjusting Invoices
Drop Down Filter Options
Quickly filter the results on the "Sales Orders" card by any of the following options:
Reload and Finalize Invoices
Reload and Finalize buttons have also been added. The reload button refreshes invoices that have not yet been recorded in your company's accounting software.
The Finalize button finalizes invoices so that they can be sent to accounting. This does the same thing as syncing the invoice from the start with the "create invoice and sync" button.
Reload All and Finalize All buttons are found at the top of the Invoices list, these work similarly but for all invoices.
"Create invoice" creates an invoice doc for you to view and void and edit -- once you are ready to finalize it and send it to your accounting software you use the finalize button that looks like an arrow pointing right
"Create invoice and sync" finalizes and syncs the invoice right from creation of it.