Click the Menu icon
2. Expand the Point of Sale menu
3. Select Orders
4. Click the Open Orders tab
Note: The quotes and orders page defaults to the last 30-days of quotes and orders
5. Use filters (Add Filters, Order Status, Search Field) to locate the order
6. Click Generate Invoice
7. Select ALL items to be invoiced by checking the selection box or Select All to select all items
8. Click Next
9. Under Assign Serial(s), select the serial number that is being delivered by clicking and expanding the item
10. Click Next
11. Under Assign Non-Serial items, expand the product information and enter the quantity being delivered in the Delivered Quantity field (If applicable)
12. Click Next
13. The invoice is now ready to be finalized
14. Click Finalize
15. Once finalized, an invoice number will be assigned and appear in the upper left hand corner of the screen