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Create Customer Orders Add Items to Customer Orders Create an Invoice from a Customer Order Create Customer Order PDFs Search Customer Orders
Create Invoices Add Items to Invoices Capture Payments from Invoices Setup Repating Invoices Create Invoice PDFs Create Invoices from Customer Orders Search for Invoices
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How to Create Invoices from Customer Orders

Prerequisites: Invoices
 Alternatives: None See Also: Add Items
Create Invoice PDFs
Create Payments from Invoices
Setup Repeating Invoices
Search Invoices


  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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