User Guide

A Guide to the Evergreen Trading System

Sales Invoice

Sales Invoice is created from Delivery Order. Please refer to the delivery order guide for help.

If you just created a delivery order, you may click the Create Credit Invoice button on the delivery order view page to open the sales invoice screen.
Otherwise, you may open the Delivery Order List to find your delivery order. There is a Create Credit Invoice link at the right side for each delivery order.
Please note, if the delivery order has been converted to sales invoice completely, the Create Credit Invoice link will be disabled.

Steps to create a new sales invoice:

Check the Bill To section and make sure the contact / address information are correct.

Make sure the products and their quantity / unit price are correct.

Click the Save button at the bottom of the page to create this sales invoice.

System @ Branches

** This section applies to the application system installed at branches.

Steps to modify an existing sales invoice:

A sales invoice cannot be modified once it is confirmed. You can only cancel it and create new one.

Steps to cancel an existing sales invoice:

Open the Sales Invoice List: Application Menu - Sales Processing - Sales Invoice List
Locate the sales invoice you want to cancel and click the Cancel link at the right side.