AWRA Help Center

Before You Start

• The customer exists or can be created.
• Items, prices, tax, discounts, and payment terms are known.
• The warehouse or fulfillment source is correct.

Steps

1. Create or select the customer.
2. Create a quotation if the customer needs a price proposal first.
3. Review item, quantity, price, tax, discount, and expiry or validity date.
4. When accepted, create or convert to invoice according to your process.
5. Confirm invoice details and save or send it.
6. Coordinate fulfillment or stock deduction where required.

Success Check

• The invoice appears under the customer record.
• The invoice amount, tax, and balance are correct.
• Stock impact and finance reporting match your organization process.