Symbient Opta User Documentation
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How to Create Invoices from Customer Orders

Prerequisites: Customer Orders
Alternatives: Create Invoices
See Also: Add Items
Create Customer Order PDFs

In Symbient Opta, you can create an Invoice directly from the Customer Order.

  1. After having created and saved a Customer Order with Items, select the Customer Order that you would like to invoice by clicking on Accounting>Accounts Receivable>Customer Orders from the left-side menu, and from the list of orders:
    1. Click on the Pencil icon
    2. Check the box and click Edit
    3. Click the Customer Order Number link
  2. On the Details tab of your Customer Order, click the Create Invoice button.
  3. Symbient Opta will automatically open the Create Customer Invoice screen and copy the date from the Customer Order to the Invoice.
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