How to link a Tax Invoice to a Quote or Sales Order

This process shows you how to link a Tax Invoice to a Quote or Sales Order. 

Read the below instructions or alternatively watch the step by step video below.

Navigate to your invoices screen – Customers – Transactions – Customer Tax Invoices 

After adding your invoice and selecting your customer, select the drop down written (From Quote/Sales Order) to select the Quote or Sales Order of your choice, after selecting this the invoice lines with auto populate on the document, should you wish you add more info you can click on the green + sign to add more lines or if you wish to remove any lines click on the red – sign. Then save the document.