Navigation: Admin User Guide > Accounts Receivable Processes:

Creating Invoices

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Invoices may be created in SWORD through two methods.

•	Converting a Service Order to an Invoice

•	Creating an Invoice without a Service Order

To create an Invoice from a Service Order go to the Audit Service Orders for Billing Table, plus:

1.	Set the SO Status to "Post to Accounting," which sets the View Level to 80 (default for Post to Accounting);

2.	Make the SO "Ready to Post = Yes " by opening the SO and checking the checkbox [Ready to Post]. Alternately, you may use the "prep tagged orders" procedure to automatically change a batch of "tagged" SOs; the Ready to Post field is changed from No to Yes and the current date is applied.

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3. Highlight the SO record that is ready to be converted to an invoice.

4. Click the [Make SO > Invoice] button, which copies the SO information into a new invoice record in the Invoice Table.

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5. Click the [Show Invoices] button to open the Invoice Table and edit the invoice as needed.