Moving Orders from The Invoicing Stage to the Next Stage

Moving Orders from The Invoicing Stage to the Next Stage

Overview

The following video explains how to move sales orders from the Invoice stage in the Sales Invoice Manager. There are step-by-step instructions below the video.



Steps 

  1. Focus on the Invoicing stage. 
  2. Select the sales order, or sales orders, you wish to move.
  3. Click on the Actions button.
  4. Select Move Next .
  5. The sales order will be moved into the next stage, in this case Shipping.

Notes/Caveats 

Note: you can also select the order and drag and drop it into the next stage.