Sales Order to Invoice (SalesHero Mobile)

Android Version

1) To begin, please log in to the SalesHero app on your device.

2) Go to “Sales Order” menu.

3) Select sales order that are going to be imported.

4) Click on “Duplicate Document”.

5) Click on “Duplicate to IV”.

6) Once success, there will be notify popup of successful.

7) Go to the side menu, click on “Invoice” module.

8) It will appear yellow icon beside invoice number (shown as draft invoice), click on the invoice and click on “View Invoice”.

9) Click on arrow icon, then click “Send”.

10) Once success, it will show brown icon that shown as success sent invoice.

IOS Version

1) To begin, please log in to the SalesHero app on your device.

2) Click on “Sales Order” module

3) The screen will be as this.

4) Slide left to popup more action. Click “More”.

5) Click on “Duplicate Document”.

6) Input quantity package, press back

7) Click on “Invoice”, then “Draft”.

8) The screen will be as this.

9) Click “More”.

10) Click “Send” the draft.

11) Once the invoice are successful, system will notify with this notification.

Thank You !