Invoicing a Stock Sale

Invoicing a stock sale is one of two components to complete a stock sale. The other is dispatching the stock sale to draw down the stock on hand. Invoicing and the stock movement happen independent of each other.

Open an approved stock sale by clicking on the sale number on the stock sale dashboard.

From the stock sale detail page, you have three options to invoice the stock sale:

1. Complete Sale - Raise an approved invoice and fully dispatch the stock. This option is not available if there is not enough stock on hand to fully dispatch the sale.
   
2. Create Approved Invoice - Raise an approved invoice for the stock sale without an stock movement. This will issue an invoice number
3.  Create Draft Invoice - Raise a draft. invoice for the stock sale without an stock movement. This will not issue an invoice number, and can be reviewed and approved separately. Note: any client tax rates that have been set up for the client being invoiced will automatically apply to the invoice.

If you created a draft invoice, review and approve the draft. Add a payment to the approved invoice if required.

The invoice reference link is added to the stock sale. You may need to still manually dispatch the order to finalize the stock sale if required.