Create the invoice for one or more sales

It is very possible that a customer, instead of asking for the sales receipt, asks you for the respective invoice, with the detail of their billing information. From Stockagile, you can create the invoice of a store sale, or an invoice of several store sales, in a totally automatic way.  

Requirements to create an invoice for a sale:

• It is important to have the customer created and associated to the sale in question, so that its data appear in the invoice generated later. We can see how to create a customer in Create a new customer.

Steps to create an invoice for a sale:

1. Go to the side menu and enter the SALES section, located within the RETAIL module.
2. If we click on the three dashes, located next to the sales search engine, some filters appear that can help us to find the transaction for which we want to create the respective invoice. We also have a sales search engine as such, which will be very useful if we already know the reference code of the sale or the client's name.
3. When we find the sale code, we click on it and a pop-up will appear with all the information of the sale.
4. At the bottom, there are a series of icons; once the customer is associated to the sale, we must click on the 3rd logo, starting from the right (if we put the mouse over it without clicking, the program indicates that it is the "Generate Invoice" button). 
5. It is essential that the customer associated with the sale has the following data stored in his file:
   1. Name and surname or legal name 
   2. TAX ID
   3. Address
   4. City
   5. Country
   6. Zip Code
6. As soon as the invoice is generated, we have the possibility to print it or send it to the customer's email. We will see the associated invoice, in the same pop-up of the sale. 

Point 4: Screen where the icon to generate invoice is located.

Point 6: Sale with already generated/associated invoice

In the case that we make a mistake with some data of the client or of the sale, at the time of generating an invoice, we can modify it acceding to the invoice in question; from the section INVOICES, inside the module of INVOICING.

Previous steps to modify an invoice:

• Have the customer's data already modified (if applicable), before "regenerating" the invoice. We can modify the data of a customer in the CUSTOMER section.
• Modify the payment method (if applicable). You can see how to modify the payment method of a sale, in the article"Modify the payment method of a sale".

Steps to modify an invoice:

1. Enter the invoice number of the invoice generated in the sale (the one to be modified) in the invoice finder and enter it. 
2. Once inside the invoice, click on the ACTIONS button (located at the top right) and then click on SAVE. This action will "activate" a new button, destined to "Regenerate the invoice". 
3. Finally the modified invoice will appear in the sale. We will have the option to print it or to send it, either from the sale (as usually), or from the section of INVOICES; in both cases the invoice will already appear modified.

Point 2: Invoice screen and SAVE button.

Point 2: "Regenerate Invoice" button (after clicking on SAVE)

Steps to create a single invoice for several sales (same customer):

1. Once the sales for which we want to generate a single invoice have been created, we go to the list of sales, select them and click on the "Generate invoice" icon, located at the top right of the screen. 
2. When you click on "Generate invoice", a pop-up window opens indicating that the invoice in question has been generated and indicating its code (by clicking on the code, you can directly access the invoice; section INVOICES of the INVOICING module). 

Step 1: Selection of invoices and icon to generate them, "Generate invoice".

Step 1: Pop-up "Invoice generated".

Step 2: Invoice generated, section INVOICES, module INVOICING