Separate Special order Parts from in stock to a new customer invoice

To separate Special Ordered Parts from parts in stock to a new customer invoice


Splitting an Invoice

To separate Special Ordered Parts from parts in stock on a new customer invoice, perform the following steps:

1. Create a New Invoice
2. Enter the Customer Name
3. Enter the Parts
4. Change the Status to ‘Wait for Parts’
5. the Special Order Box will appear
6. Then, either:

• Create a New PO; or
• Use the existing PO – double-check Vendor (if using existing PO) and mark Urgent if necessary

7. Click Save

8. Click File from Menu
9. Select Split Special Order Items to Different Invoice