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For administrators

Convert an order into an invoice

Generate the invoice draft while retaining document traceability. This article is for people who configure or administer this feature.

Contents

Before you start

A sales order confirms that an approved quote is proceeding. Talento copies the accepted information and links the quote, order, and invoice so you can follow the process without losing the source of each document.

Information

Sales orders do not have an independent creation form. Talento creates one when an approved quote is accepted.

Create an invoice from an order

  1. Open an Open order.
  2. Check the customer, lines, and total.
  3. Confirm that every line has a tax.
  4. Select Create invoice.
  5. Review the generated draft before issuing it.

Talento creates a draft invoice with the customer, dates, lines, notes, and terms from the order. The order becomes Invoiced and can no longer be edited or converted again.

Information

Creating the invoice does not issue it. The new document remains a draft so an administrator can complete the fiscal review.

Review the created invoice

Select View invoice from an invoiced order to open the linked document, complete any required details, and decide when it is ready to issue.

See Invoices for reviewing, issuing, downloading, and recording payments.

Outcome

You can verify the result on the configuration page, in the list, or in the state described in the steps above.

Common problems

If an option does not appear, check the active module, the specific permission, and the record's scope. If the configuration is correct and the problem continues, save the displayed message and contact support.