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Creating an invoice from a quote

Introduction

Here, we’ll walk you through how to create an invoice in Paragon from a quote.

You can also create an invoice from an order, from a ship, or manually.

The invoice module is based on Paragon’s standard transaction screen. If you are not familiar with the format of transaction screens, get yourself oriented on transaction screens here.

Step 1: Open the Invoice module

Open the “Invoice” module by selecting it in the right hand navigation bar or in the more menu.

Step 2: Creating an invoice from a quote

Add a new invoice

This is the list view of the invoice module. To add a new invoice, click add new invoice.

invoice-list-view

create-new-invoice

Select the quote

Select the method you want to create the invoice from. In this case make sure quote is selected.

invoice-quote

It is selected when quote is highlighted in orange.

Select the quote you want to create the invoice from by checking the corresponding box on the left.

select-quote

To deselect an quote, uncheck its box.

Saving or canceling an invoice

An invoice can be canceled at any point before it is saved by clicking close in the bottom left hand corner.

accept

To create and save an invoice from the quotes you selected, click accept in the bottom right hand corner.

cancel

Once you click save, the invoice will be created and you will be brought back to the list view of the invoice module.

invoice-list-after-saved

Once the invoice is saved, it will automatically be assigned a transaction number and a temp status.

To see the invoice in detail, double click it in the list. You can also see the invoice in detail by clicking on the record in the list (highlighting it) and then clicking the list-detail toggle button.

list-detail-toggle-after-invoice-created

I’ve created my invoice, now what?

Once an invoice has been created you can proceed in a number of ways using the green action button in the bottom right hand corner:

action-button

action-button-options

  • Attach an invoice to another record
  • Download an invoice
  • Email an invoice
  • Print an invoice
  • Issue an invoice
  • Put an invoice on hold
  • Complete an invoice
  • Delete an invoice

An invoice can also be edited from the detailed view.

  • Edit an invoice

 

Updated on November 28, 2016

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