{"id":38779,"date":"2025-09-21T10:03:04","date_gmt":"2025-09-21T10:03:04","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a7%d9%85%d9%83%d8%a7%d9%86%d9%8a%d8%a9-%d8%aa%d8%ac%d8%b2%d8%a7%d8%a6%d8%a9-%d9%88%d8%aa%d8%ad%d9%88%d9%8a%d9%84-%d8%a7%d9%85%d8%b1-%d8%a7%d9%84%d8%a8%d9%8a%d8%b9-%d8%a7%d9%84%d9%8a-%d8%a7%d9%83\/"},"modified":"2025-11-26T12:08:04","modified_gmt":"2025-11-26T12:08:04","slug":"splitting-and-converting-a-sales-order-into-multiple-invoices","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/","title":{"rendered":"Splitting and Converting a Sales Order into Multiple Invoices"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\" data-start=\"97\" data-end=\"323\">The system allows you to manage sales operations flexibly, whether for products or services. You can create a sales order, set prices and quantities, and easily convert it into an invoice, with the ability to track payments or installments made by the customer.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">From the main menu, click \u201c<strong>Sales<\/strong>,\u201d then select \u201c<strong>Create Sales Order<\/strong>.\u201d<\/p>\n<p style=\"text-align: right;\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/89989898u9.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-38781 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/89989898u9.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/89989898u9.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/89989898u9-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/89989898u9-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/89989898u9-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Set Service or Product Price and Installments<br \/>\nFor example, if the service costs $5,000 and the customer wants to pay in 5 installments, enter:<\/p>\n<ul>\n<li style=\"text-align: left;\"><strong>Price per installment:<\/strong> $1,000<\/li>\n<li style=\"text-align: left;\"><strong>Quantity<\/strong>: 5<\/li>\n<li style=\"text-align: left;\"><strong>Save the sales order:<\/strong><br \/>\nAfter entering the details, click \u201c<strong>Save<\/strong>\u201d to record the sales order.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/9884334.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-38783 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/9884334.png\" alt=\"\" width=\"1193\" height=\"597\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/9884334.png 1193w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/9884334-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/9884334-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/9884334-768x384.png 768w\" sizes=\"auto, (max-width: 1193px) 100vw, 1193px\" \/><\/a>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Convert the Sales Order into an Invoice&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1758458223099{margin-left: 120px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">After creating the sales order, you can easily convert it into an invoice that matches the received payments by clicking \u201c<strong>Convert to Invoice<\/strong>.\u201d<\/p>\n<p style=\"text-align: right;\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/66778876789.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-39046 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/66778876789.png\" alt=\"\" width=\"1207\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/66778876789.png 1207w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/66778876789-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/66778876789-1024x507.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/66778876789-768x381.png 768w\" sizes=\"auto, (max-width: 1207px) 100vw, 1207px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">The system will automatically direct you to the invoice screen, as shown in the image below.<\/p>\n<p style=\"text-align: right;\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/766778.png\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-39048 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/766778.png\" alt=\"\" width=\"1206\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/766778.png 1206w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/766778-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/766778-1024x508.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/766778-768x381.png 768w\" sizes=\"auto, (max-width: 1206px) 100vw, 1206px\" \/><\/strong><\/a><\/p>\n<p><strong>Specify Received Payments:<\/strong><\/p>\n<p>You can set the number of installments paid in the &#8220;<strong>Quantity<\/strong>&#8221; field.<\/p>\n<p>For example, if the client has paid the first installment, set the quantity to 1.<\/p>\n<p>Click \u201c<strong>Save<\/strong>.\u201d<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/3323232.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-39050 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/3323232.png\" alt=\"\" width=\"1206\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/3323232.png 1206w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/3323232-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/3323232-1024x508.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/3323232-768x381.png 768w\" sizes=\"auto, (max-width: 1206px) 100vw, 1206px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">If you return to the sales order, you will notice that it has been partially converted into an invoice.<\/p>\n<p style=\"text-align: left;\">You can also view a list of all converted invoices easily by clicking on the \u201c<strong>Invoices<\/strong>\u201d tab.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/34453543.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-39052 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/34453543.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/34453543.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/34453543-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/34453543-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/34453543-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[8087],"tags":[],"class_list":["post-38779","user_manual","type-user_manual","status-publish","hentry","category-sales-order"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Splitting and Converting a Sales Order into Multiple Invoices - Daftra Knowledge Base<\/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:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Splitting and Converting a Sales Order into Multiple Invoices - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] The system allows you to manage sales operations flexibly, whether for products or services. You can create a sales order, set prices and quantities, and easily convert it into an invoice, with the ability to track payments or installments made by the customer. [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text] From the main menu, click \u201cSales,\u201d then select \u201cCreate Sales [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-26T12:08:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/89989898u9.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/89989898u9.png\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/89989898u9.png\",\"width\":1366,\"height\":599},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/\",\"name\":\"Splitting and Converting a Sales Order into Multiple Invoices - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/#primaryimage\"},\"datePublished\":\"2025-09-21T10:03:04+00:00\",\"dateModified\":\"2025-11-26T12:08:04+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Splitting and Converting a Sales Order into Multiple Invoices\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Splitting and Converting a Sales Order into Multiple Invoices - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/","og_locale":"en_US","og_type":"article","og_title":"Splitting and Converting a Sales Order into Multiple Invoices - Daftra Knowledge Base","og_description":"[vc_row][vc_column][vc_column_text] The system allows you to manage sales operations flexibly, whether for products or services. You can create a sales order, set prices and quantities, and easily convert it into an invoice, with the ability to track payments or installments made by the customer. [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text] From the main menu, click \u201cSales,\u201d then select \u201cCreate Sales [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2025-11-26T12:08:04+00:00","og_image":[{"url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/89989898u9.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/#primaryimage","inLanguage":"en-US","url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/89989898u9.png","contentUrl":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/09\/89989898u9.png","width":1366,"height":599},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/#webpage","url":"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/","name":"Splitting and Converting a Sales Order into Multiple Invoices - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/#primaryimage"},"datePublished":"2025-09-21T10:03:04+00:00","dateModified":"2025-11-26T12:08:04+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/splitting-and-converting-a-sales-order-into-multiple-invoices\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Splitting and Converting a Sales Order into Multiple Invoices"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/38779","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/user_manual"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/23"}],"version-history":[{"count":5,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/38779\/revisions"}],"predecessor-version":[{"id":40877,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/38779\/revisions\/40877"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=38779"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=38779"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=38779"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}