Turning a sale into an invoice
When you’ve made a sale record, it’s not included in any reports until you create the invoice. This means that you can prepare sale records ahead of when you need them, and then create the invoice when you’re sure that you’ve got all the details on it correct.
It’s very important to note that the process of creating an invoice also assigns it an invoice number, and flags the invoice for inclusion in the reports within Light Blue. Sales for which invoices have been created contribute to totals in many of the reports, and uninvoiced sales invoices do not appear in those reports.
When you print a sale record for which you’ve not created an invoice, it’ll print as an order confirmation. You can send this to your client to check, and can leave it like this for as long as you want. The printout notes that an invoice number has yet to be assigned.
When you’re ready to invoice your sale:
- Click the “Create Invoice” button.
- In the dialog that appears, select how you want to send the invoice to your client. You can print it, save it as a PDF, or email it to your client as a PDF or as a link that they can click on to view it online.
- Clicking the default button in this dialog will assign an invoice number and print, save, or create an email for the invoice.
You can still edit a sale once you’ve turned it into an invoice. This is for when the customer has changed their mind about what you’ve ordered. You can edit invoices as long as they’ve not been included in any tax reports; after that various financial fields are locked for editing.