You can create invoices from other documents such as Purchase orders, Pro forma invoices or Estimates/Quotes.
It's not possible to create an invoice from a Delivery note, because it doesn't contain any prices or taxes. If you'd like to create Delivery notes and Invoices we suggest to create a Purchase order first from which you can create later both.
Hint: If you don't see the button or the option to create an invoice, you've already did it in the past. Check your document history for more details.
MOBILE APP
In the Documents section select Estimates, Pro forma invoices or Orders (available in the Inventory, Orders & Store app)
A list of all documents appears
Select and tap the desired document you want to create an invoice from
Choose "Convert to an invoice" from the menu below
A new invoice appears with the data from the previous document
You can change any data at this point
When you are ready click Save - a new invoice with a new number has been created
WEBSITE
In the Documents section click on Estimates, Orders or Pro forma invoices
A list of documents appears
Choose the desired document and click on it
A preview appears
In the upper right corner you will find a Create button
Click on the button and select Create invoice
A new invoice is created with the order data
Change the date and details if necessary and click Save
