Delivery Notes > Invoicing from Delivery Note

You can set EQ to invoice from the delivery note so that an invoice is raised just the for products being delivered. You need to be using advanced delivery notes (available in EQ Professional)

Setup

1.Go to Tools > Customise > Invoice Layout

2.Tick "Enable Invoicing from the Delivery Note"

Note that you must disable 'Price Options' (where you can lock prices) as this will not work with delivery note invoicing.

Create an Invoice from Delivery Note

1.Create a delivery note (see steps here)

2.You will be prompted "Create Invoice". Click Yes.

3.The invoice screen appears with the date and totals already completed.

4.Click Save Invoice & Print and the invoice will be created allowing you to print/preview.

The invoice will be created with it's own invoice number and will be stored with all invoices on the invoices tab of the projects screen and the customer screen.