Canix saves you time by enabling you to easily create Custom Invoices for customers directly from Sales Orders. Canix's Invoice Customization includes many options to allow your team to configure any invoice to your company-specific or customer-specific needs. Eliminate unnecessary fields, choose the organization method of inventory, and include additional details from Sales Orders with new updates to Canix's Invoice generation.

In this article, we'll cover:

1. Create an Invoice from a Sales Order
2. Customize Invoices
3. Invoice Actions
   • View, Print, Save, or Re-Configure Invoice
   • Email or Copy Invoice Link
   • Send to Sage Intacct or Quickbooks Integrations

💡 Before creating Invoices, learn how to Create and Manage Sales Orders.

💡 Learn how to add your Company Logo to all future Invoices in Facility Management.

Create an Invoice from a Sales Order

From the Web Application:

1. Navigate to Sales > Sales Orders > select the Sales Order you wish to create an Invoice for
   • Use the Sales Order side panel or click View Order Details to expand the Sales Order
2. Scroll down to the Invoice section of the Sales Order and select Configure New Invoice
3. In the Configure New Invoice side panel that opens, update or enter all relevant details to include on the invoice; more detailed information on all options is included below in Customize Invoice
   • Invoice Name: Uses the Sales Order name/number, can be customized, alphanumeric only
4. After carefully reviewing all selections for accuracy, select Submit at the top to create Invoice

Once your Invoice is created, return to the Sales Order to view all Invoice Actions and View, Print, Save, or Email Invoice.

 Customize Invoices

Invoice Customization options include 5 different drop-down sections with many optional selections to allow your team to configure any Invoice to your company-specific or customer specific needs. Take your time initially to familiarize yourself with each section and the options within as you choose which information to have included on your Invoice and how inventory should be organized. Initially, selections are set pre-based on commonly used settings as a default.

💡 Invoice configuration settings will be populated based on the last settings used for the Customer on your Sales Order. If this Customer has never had an Invoice configured for it, the Invoice configuration settings will be populated based on the last Invoice created.

1. Invoice Details

   • Invoice To: Automatically invoiced to the details of the Customer on your Sales Order
   • Invoice to another address: Only if you are invoicing to a different address than what is listed on the Sales Order, use this section to fill out the address details

2. Inventory Details

   • Organize Inventory: Optionally, select the order that inventory is organized on your Invoice; default option retains the order in which Line Items or Packages were added to the Sales Order
     • Alphabetically by Item Name (A to Z)
       • Easily arrange your order items on the Invoice in alphabetical order
       • Packages are listed sequentially below each item for a comprehensive view
       • Non-Cannabis Inventory on an order will be ordered alphabetically alongside the cannabis inventory
     • Alphabetically by Strain (A to Z)
       • Present your inventory based on item strain in alphabetical order
       • Order line items with packages are listed sequentially below each item
       • Non-Cannabis Inventory on an order will be added to the bottom of the order, listed alphabetically by product name
     • Numerically by Package Tag (Ascending)
       • Keep inventory organized by ordering items on the Invoice using the ascending order of package tag numbers
       • Non-Cannabis Inventory on an order will be added to the bottom of the order, listed alphabetically by product name
     • Order According to Sales Order Display (Default)
       • This is the default option, and how items were always ordered before this update
       • Maintain the original order from your sales order in your Invoices for consistency
       • The items on the Invoice will appear in the same sequence as they were listed on the original sales order
   • Select the checkbox for any of the following options to have these inventory/package details from the Sales Order included on your Invoice:
     • Row Count (#)
     • Item Type
     • Item Sub-Type
     • Strain
     • Line Item Notes
     • Allocated Packages 
       • Net Weight
       • Preferred Lab Results: Configured in Inventory > Lab Tests > Lab Test Configuration
       • Production Batch
       • Lot ID
       • Harvest Date: This will only be displayed if 1 harvest date is on the package

3. Sales & Payment Details

Select the checkbox for any of the following options to have these details from the Sales Order included on your Invoice:

1.  
   • Estimated Delivery Date
   • Invoice Created Date
   • Manifest Number
   • Order Notes
   • Return Policy
   • Sales Representative
   • Payment Notes
   • Payment Terms
   • Terms & Conditions
   • Cost Summary: Optionally, only show populated cost fields (Invoice summary will exclude $0 fields, such as Discount)

2. Footer

   • Optionally, use the free text field to enter any information you'd like included as a footer

3. Advanced Options

   • Optionally, show a set number of signature lines
   • Optionally, change the number of decimal points shown on Price per Unit fields
4. After carefully reviewing all selections for accuracy, select Submit at the top to create Invoice

Invoice Actions

After creating an Invoice by clicking Submit, a new window will open to view the Invoice. Here you can review your invoice for accuracy, and use the options to Save Invoice as PDF or Print Invoice.

Return to your original Sales Order tab, still open in your web browser, or open the Sales Order to view additional invoice actions. You must have created an Invoice already to see all actions.

1. Scroll down to the Invoice section near the bottom of the Sales Order
2. Select Invoice Actions
   • Configure New Invoice: Create a new Invoice or update Invoice settings to make changes or correct a mistake, you must then click Submit to generate the updated Invoice
     • This will replace the previously generated Invoice when you click Submit as only 1 Invoice can exist for each Sales Order at a time
   • Generate Invoice: View, print, or save the current Invoice
   • Send via Email: Opens a new email with a viewable invoice link to send to customers
   • Copy Link: Copies a viewable invoice link
     • The Copy Link button automatically updates with the latest Sales Order data.
     • This way, you don't have to regenerate the Invoice and select Copy Link, you can just update the Sales Order, select Copy Link, and have the most up to date data to send to your customers! 
   • Create Sage Intacct Invoice: Send an Invoice directly into Sage Intacct for accounting
     • Only available for users with Sage Intacct Integration set up
   • Create QB Online Invoice: Send an Invoice directly into Quickbooks for accounting
     • Only available for users with Quickbooks Online integration set up