Deliver and invoice the sales order

Once you have entered a sales order and the goods or services are ready for delivery, you can complete the sales order.

Here's how

1. In Dynamics 365 for Finance and Operations, click on Pick and pack > Generate > Packing slip to open the sales order.

2. In the sales order, click on Invoice > Generate > Invoice.

3. Click on Print and select either the Current or After option to create the sales order confirmation. The print options have the following effects:

   • If you select Current, the document is displayed on the screen.

   • If you select After, a batch processing job is created, processed in the background and archived.

4. Click on OK.

During the printing process, the form for the outgoing invoice is created and, depending on how the software is set up, automatically added to the attachments in the header and automatically released for archiving.

The packing slip and invoice for the sales order are sent to the ECM system and archived with the process.