{"id":9298,"date":"2019-03-19T11:08:02","date_gmt":"2019-03-19T11:08:02","guid":{"rendered":"http:\/\/www.teamogy.com\/?p=9298"},"modified":"2025-09-10T17:17:52","modified_gmt":"2025-09-10T17:17:52","slug":"create-sales-invoice-from-view-2","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/en\/manual\/create-sales-invoice-from-view-2\/","title":{"rendered":"Create Sales Invoice From View"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;27px|0px|27px|0|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.27.4&#8243; custom_margin=&#8221;||40px|||&#8221;]<\/p>\n<h3>New Sales Invoice From View<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p style=\"text-align: justify;\"><span>1.<\/span>\u00a0<span>In the left navigation menu unroll\u00a0<b>Financial<\/b><\/span>.<\/p>\n<p style=\"text-align: justify;\">2. Click on <b>Sales Invoices.<\/b><\/p>\n<p style=\"text-align: justify;\">3.\u00a0Click on <strong>Compose New\u00a0<\/strong>and choose\u00a0<strong>Sales Invoice<\/strong>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-22-1.gif&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; box_shadow_style=&#8221;preset2&#8243; title_text=&#8221;sales-invoice-from-view&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;||40px|||&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p style=\"text-align: justify;\"><span style=\"background-color: #ffffff; font-size: 16px;\">4. Complete all details.<\/span><span style=\"background-color: #ffffff; font-size: 16px;\">\u00a0<\/span><span style=\"background-color: #ffffff; font-size: 16px; font-weight: bold;\">Mandatory fields<\/span><span style=\"background-color: #ffffff; font-size: 16px;\">\u00a0<\/span><span style=\"background-color: #ffffff; font-size: 16px;\">are red underlined (can be different from company\u2019s settings).<\/span><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.teamogy.com\/en\/manual\/how-to-allocate-money\/\"><span style=\"text-decoration: underline; color: #0c71c3;\">Pair<\/span> Sales Invoice to the relevant <strong>Job<\/strong>.\u00a0<\/a><span style=\"background-color: #ffffff; font-size: 16px;\"><\/span><\/p>\n<p style=\"text-align: justify;\">5. Press <strong>SAVE<\/strong> button.<span style=\"background-color: #ffffff; font-size: 16px;\"><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-size: 16px; background-color: #ffffff;\"><\/span><\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/MAN_SAVE_SI.png&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243; custom_margin=&#8221;|40px|40px|||&#8221; box_shadow_style=&#8221;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;||40px|||&#8221;]<\/p>\n<p>6. New Sales Invoice has been created.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.26.5&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;-14px|40px||||&#8221; custom_padding=&#8221;12px|0px||||&#8221; text_font_last_edited=&#8221;off|desktop&#8221; global_module=&#8221;14686&#8243; saved_tabs=&#8221;all&#8221;]<\/p>\n<p><span style=\"color: #f26522;\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000;\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0<span style=\"text-decoration: underline; color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3; text-decoration: underline;\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_1&#8243; _builder_version=&#8221;3.19.18&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>New Sales Invoice From View1.\u00a0In the left navigation menu unroll\u00a0Financial. 2. Click on Sales Invoices. 3.\u00a0Click on Compose New\u00a0and choose\u00a0Sales Invoice.4. Complete all details.\u00a0Mandatory fields\u00a0are red underlined (can be different from company\u2019s settings). Pair Sales Invoice to the relevant Job.\u00a0 5. Press SAVE button. 6. New Sales Invoice has been created.Get in Touch If you [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-9298","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/9298","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/comments?post=9298"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/9298\/revisions"}],"predecessor-version":[{"id":987518398,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/9298\/revisions\/987518398"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/media?parent=9298"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/categories?post=9298"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/tags?post=9298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}