How to use Invoice from an Order

Bill an Order in full and watch the journal land in the GL.

1. Open the Order. Records → Orders → click the order you want to bill. The header shows the Spawn invoice action.

   📷Screenshot: Order edit page — Spawn invoice action in the header invoice-from-order_step1.png

2. Click Spawn invoice. A modal opens. Leave the row selector untouched (all rows). Confirm or override the PON (it pre-fills from the order's PON), the due date, and add any notes for the customer.

   📷Screenshot: Spawn invoice modal — all rows selected invoice-from-order_step2.png

3. Review the draft. You land on the draft invoice. Every Order item appears as a line; the PON is propagated; the totals are calculated. Status badge reads Draft, and the invoice number field shows "Auto-assigned on issue".

   📷Screenshot: The draft invoice — all order items appear as lines invoice-from-order_step3.png

4. Choose the GST mode. Above the lines, pick Per line (each line carries its own tax rate — useful when some items are taxable and others aren't) or Per invoice (a single GST rate applies to the subtotal — cleaner on a printed invoice). For labour-hire lines, fill the cost-side factors (super rate, payroll tax rate, workcover rate) — the per-hour cost and gross-profit preview updates as you type.

   📷Screenshot: GST mode toggle and labour-hire cost-chain preview invoice-from-order_step4.png

5. Issue + post to GL. Click the green button. A confirmation modal explains what's about to happen: the invoice number gets allocated, the status flips to issued, and the journal posts. Confirm.

   📷Screenshot: Issue + post to GL — confirmation modal invoice-from-order_step5.png

6. Verify the journal. Open Ledger → Journals. The new entry references your invoice: one debit to 1100 Accounts Receivable, one or more credits to 4000 Sales Revenue (one per line), and a credit to 2100 GST Payable if any tax was charged. Debits and credits balance to the cent.

   📷Screenshot: Posted journal — DR AR / CR Revenue / CR GST Payable invoice-from-order_step6.png

← Back to Invoice from an Order overview