Charging a Sales Order to Accounts Receivable
To charge a sales order to AR, the client must have credit enabled and have enough credit to contain the invoice amount. For more info see Setting up a Client with Credit
- Create or locate the sales order you want to charge to AR in the Sales->Sales Orders screen.
- Verify or change the payment method for the Sales Order to be 'Net 30' or another receivable type payment method(see Sales->Payment Methods to view or modify payment method details).
- Change the current status of the Sales Order to Shipped. This can be done by selecting the desired Sales Order and clicking the gear icon. A menu will appear where you can click 'mark as shipped'. The other way to change the status is to edit the invoice and change the Status dropdown on the right side to 'Shipped'. If you don't do this before step 5, you will not be able to do so later.
- Mark the Sales Order as ready to post. This can be done from the Sales->Sales Orders screen's gear icon by clicking 'mark as ready to post' or by checking ready to post while editing the invoice.
- Post the Sales Order as an Invoice. This must be done from the Sales->Sales Orders screen by selecting the Sales Order and clicking the gear icon, then 'post as invoice'. Now go to Sales->AR Items and you should see your Sales Order appear as an Invoice.
