Method Community

what is the proper way to have a sales order move to invoice.  I see that I can creat an invoices under the sales order, however under invoices is there a way to show what has to be invoiced and what has been invoided.  We have a client list of 200 but when I go under invoices there does not seem to have a way to show which companies have been invoided as opposed to those who has not been invoiced.

Dave,

The proper way to invoice a sales order would be to create the invoice from the Sales Order screen.  The stock invoice screen lists all of the invoices created and allows you to create or edit new ones.  You can go to the Customers and Contacts link and under transactions view the transactions for the customer.  Something like you're describing can be done through customization. I would recommend speaking to one of our Customization Consultants or a Method Solution Provider.  If you'd like to speak to a consultant, please let me know.

- Adam