From the Orders page in circle360, you can use the functions in the Actions column to carry out tasks associated with a selected order.
Use the Invoice action to progress an order to an invoice.
- Locate the order you want to progress to an invoice. The status of the order needs to be 'Shipped'.
- In the Actions column alongside the order, click Invoice.
- The system prompts you to confirm you want to create the invoice. Click Submit Invoice.
- The Invoices page appears with the new invoice added to the list with the status 'Pending Approval'. You can then view details of the invoice by clicking either the invoice number or customer name.