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▶️How To Create Invoices From Pick Tickets

Matt Staff Updated by Matt Staff

As your warehouse team processes pick tickets to fill orders, they can also provide those printed tickets to your accounting team to invoice customers.

1. Print Pick Ticket

Print pick tickets to fill packing slips. Once the order is filled, provide all pick tickets to the accounting team either physically or by scanning to email.

2. Click on Single Invoice

In the main navigation menu, select the Invoicing module and click on "Single Invoice".

3. Click on Invoice Information

Enter the order number per the pick ticket and click on the "Invoice Information" check box to auto-select items ready to be invoiced.

4. Calculate Freight and Sales Tax

💡 Tip!

To streamline processes, encourage your warehouse team to include the freight cost when filling orders. Then, billed freight on the customer invoice will auto-populate with the freight markup.

5. Double Check Order

Double check that the order is either ready to be "completed" or should remain open. Then, click save.

⚠️ Alert!

If a SINV or DINV order is completed by mistake, then your warehouse team will not be able to fill remaining items on the order. As long as the customer invoice remains open and unpaid, it can be reversed. However, if the invoice is paid, then a new order needs to be created for the remaining items on the order.

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▶️How To Complete A Miscellaneous Inventory Adjustment

▶️How To Manually Adjust Inventory

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