{"id":175,"date":"2021-11-22T13:21:13","date_gmt":"2021-11-22T13:21:13","guid":{"rendered":"https:\/\/projectpro365.com\/user-guide\/?p=175"},"modified":"2023-12-14T07:01:13","modified_gmt":"2023-12-14T07:01:13","slug":"sales-documents","status":"publish","type":"post","link":"https:\/\/www.projectpro365.com\/user-guide\/progress-billings\/sales-documents\/","title":{"rendered":"Sales Documents"},"content":{"rendered":"<p>After you have printed your progress billing, you can select to have an actual Sales Order or Sales Invoice created by clicking <b>Make Sales Document<\/b> button from Process tab on ribbon. ProjectPro will create either a Sales Order\/Invoice or Sales Credit Memo depending on value determined within the billing line items. If you had a high enough credit sales line item, you may have enough credits with in this billing period to generate a Credit Memo instead of an actual Sales Invoice.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-200 size-full\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/6.2-SALES-DOCUMENTS.png\" alt=\"\" width=\"1214\" height=\"620\" srcset=\"https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/6.2-SALES-DOCUMENTS.png 1214w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/6.2-SALES-DOCUMENTS-300x153.png 300w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/6.2-SALES-DOCUMENTS-1024x523.png 1024w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/6.2-SALES-DOCUMENTS-768x392.png 768w\" sizes=\"auto, (max-width: 1214px) 100vw, 1214px\" \/><\/p>\n<p>After the creation of the above Sales Invoice, you can then click <b>View Sales Document<\/b> from Process tab on ribbon. The document that ProjectPro takes you to depends on the initial progress billing setup to create either \u201cSales Order\u201d or \u201cSales Invoice\u201d.<\/p>\n<p>Below is a Sales Invoice created from the progress billing for this Job including 10% retention and line items with quantity for work completed to date.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-201 size-full\" src=\"\/user-guide\/wp-content\/uploads\/2021\/11\/6.2-SALES-DOCUMENTS-2.png\" alt=\"\" width=\"1216\" height=\"1175\" srcset=\"https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/6.2-SALES-DOCUMENTS-2.png 1216w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/6.2-SALES-DOCUMENTS-2-300x290.png 300w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/6.2-SALES-DOCUMENTS-2-1024x989.png 1024w, https:\/\/www.projectpro365.com\/user-guide\/wp-content\/uploads\/2021\/11\/6.2-SALES-DOCUMENTS-2-768x742.png 768w\" sizes=\"auto, (max-width: 1216px) 100vw, 1216px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>After you have printed your progress billing, you can select to have an actual Sales Order or Sales Invoice created by clicking Make Sales Document button from Process tab on ribbon. ProjectPro will create either a Sales Order\/Invoice or Sales Credit Memo depending on value determined within the billing line items. If you had a &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.projectpro365.com\/user-guide\/progress-billings\/sales-documents\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Sales Documents&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[42],"tags":[],"class_list":["post-175","post","type-post","status-publish","format-standard","hentry","category-progress-billings","entry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Sales Documents - User Guide<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.projectpro365.com\/user-guide\/progress-billings\/sales-documents\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sales Documents - User Guide\" \/>\n<meta property=\"og:description\" content=\"After you have printed your progress billing, you can select to have an actual Sales Order or Sales Invoice created by clicking Make Sales Document button from Process tab on ribbon. ProjectPro will create either a Sales Order\/Invoice or Sales Credit Memo depending on value determined within the billing line items. 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