TABLE OF CONTENTS


1. The sales tab

2. Confirming quick sales that are invoiced on contractual invoices

3. Invoicing quick sales one at a time

4. Invoicing multiple quick sales at the same time

1. The sales tab

After you have created your first quick sale, a new tab called "Sales" appears on the "Invoices" section where quick sales can be confirmed and invoiced.



2. Confirming quick sales that are invoiced on contractual invoices

If a quick sale has been marked to be invoiced on a contract's invoice term, it must be confirmed before it is added to the invoice.


If you want to confirm all quick sales at the same time, you can click the "Select all" link on top of the page and then click the "Confirm selected" link. 



You can also choose quick sales one by one. Click the desired customer's row. After that you'll see a list of all open sales for the customer. Sales that are waiting for confirmation are below the "Unconfirmed" title. After you have selected all desired sales, click the "Confirm selected" link. After confirmation the quick sales are added to the contract invoice and they disappear from the "Sales" page.


3. Invoicing quick sales one at a time

When a quick sale is not added to a contractual invoice, it has to be invoiced instead of confirmed. If you want to invoice a single quick sale, find the right sale and then click the "Invoice" button on the row.



In the new window you can define whether a new invoice is created for the sale or if the sale is added to an existing invoice. You can read more about creating invoices from these articles: 4.1.4 Creating a new invoice and 4.1.3 Viewing, editing and sending invoices.


4. Invoicing multiple quick sales at the same time

If you want to invoice several sales at the same time, click the "Invoice several" button on the "Sales" tab.

 

On the preview window you can create new invoices from the quick sales or target them to existing invoices. When creating new invoices, choose the customers whose quick sales you want to invoice. From the show/hide products link you can select the products which you want to invoice. Fill in other possible invoice information and then click the "Invoice selected" button to create the invoice.



When you want to target quick sales to existing invoices, go to the "Target to invoices" tab. Choose the customers whose quick sales you want to invoice and select the target invoices. Finally click the "Target selected sales" to add the sales to the invoices.