The Sales Orders Invoicing screen allows you to create a financial document for a sale. The sale you are invoicing will be automatically selected on the screen. Additionally, all the sales for the same client that are not yet invoiced will be shown and you can pick which of the sales you want to invoice. The screen is divided into 5 main sections – Client (1), Payment (2), Additional information (3), Transactions (4) and Amount (5).
Within the Client (1) section you can see information about the client you are invoicing. The additional information icon 
gives you the account file with more information for the client.
In the Payment (2) section you have the option to select the type of document you are creating – Invoice, Cash Bill or Proforma. What you select here filters the results in the Transactions (4) section. You will only see the sales for which the specific type of payment method has been specified at the time of creation. Then you can select Payment if the client pays now. If you select Payment, you will get additional option to select Payment on POS terminal.
Take a note of the additional options:
| Option | Meaning |
| Ignore invoiced quantity | If we have a sales order for 100 BGN but then we decide that we want to invoice it for 50 BGN instead, we need to click this checkbox and it will allow us to invoice for an amount different than the one in the sales order |
| Ignore discounts | This is checked if we would like to create a financial document for the full amount within a sales order before any discounts |
| Financial document issued to third party | This is checked if we are selling to one client but we are creating a financial document for another one |
| Grouping rows for print | If we check this box and we have a sales order for more than one row, then the financial document will be created for as many rows we had in the sales order but the Printing document will summarize all the rows into one |
In the Additional information (3) section you can select an Office for the transactions you are interested in and the currency. By clicking the Advance button you can select a percentage or an amount you would like to invoice – like if the customer is not ready to pay the full amount on all these transactions but just a smaller amount of it.
Based on your selections in the previous sections, the Transactions (4) section will show different orders and you can pick and choose the ones you would like to invoice.
There are also different additional columns that could be shows on the list of transactions to help you select the ones you are interested in:
| Option | Meaning |
| Office | Allows you to choose from which office the sale was made. If a person is not given permission to work with a particular office, they won’t be able to see that office in the menu |
| POS | There could be several POS devices (several cash registers for example) within the office. This column will show you the specific POS that was used for this order. |
| Contract | Name and number of the contract with the client |
| Trader | The person who made the order |
| Finance | Shows a few columns together (Tax Template, Type of invoice, Payment type) that help you understand the financial part of the order |
| Description | It will show if it was set when the order was created |
| Comment | It will show if it was set when the order was created
Note: When we check to show the Description and/or Comment columns, we get an additional button in the Result section – |
| Price | Shows the full price for the order and the breakdown of real price of the items and taxes into multiple columns in the Result section (Price, Tax, Amount) |
. That button allows for quick edit of these fieldsChecking some or all of them could help you decide for which invoice(s) you want to create a financial document.
You also have informational button that shows you the transaction record with full information for the sale.
The button 
at the end of the lines shows you the specific rows within the sale. You can pick individual items and create a financial document for specific ones of them.
When you are selecting orders or orders rows within the Transactions (4) section, the Amount (5) section changes and gives you the total amount that will be invoices based on your selections and based on the Advance option if selected.
In the Amount (5) section you will have to select a Cash account and POS (if you have selected Payment on POS terminal). That indicates where the money from the client will go.
If you want to separate / divide the amount to be paid in cash and POS, you tick the box under Payment and at the bottom of the sale list you will have to choose the Cash Account and the POS amount. You manually write the price in the boxes and you separate it between Cash and POS.
When you are finished, you can click on Confirm and the system will automatically generate the documents for the sale.
If you click Close, you will leave the screen without finishing the invoicing process and without generating the document.
For the sale to be completed, you have to also “store out” the merchandise from the warehouse. That is done as a separate step.