To generate a sale invoice from the delivery screen, select Invoice/New… from the menu.

This will bring up the New Invoice dialog.

Enter the invoice information and click “Apply” to create the invoice.

CATS will automatically attach the marks and prepare the appropriate items for the sale invoice.

Select “Exit” from the menu (or press ESC) to return to the delivery screen. Note that the invoice is now linked to the delivery screen along with information about the total units, weight and price of the invoice.

You will need to post the invoice from the invoice screen.

The sale invoice created by the delivery screen is exactly the same as the sale invoice you would have created manually. You can view the invoice, edit the note fields just as you would normally.

Changing the units, weight, and amount (values calculated by the delivery) is not recommended under most circumstances. See the section below for how changes to the delivery invoice the affect inventory should be handled.

In general, adjustments to the sale invoice that affect your inventory should be made through the delivery screen. That is, change the delivery screen and then select Invoice/Update from the menu to update the existing invoice.

For an un-posted invoice, CATS will update the items and marks on the invoice to reflect your changes. For a posted invoice, CATS will generate a new “modified” invoice overriding the previous one.

You can modify the invoice in this way as much as necessary. However, if you manually modify or finalize the invoice CATS will not permit you to update the invoice from the delivery screen.