Skip to main content

When I click on Create Shipment, why doesn’t the invoice always appear in a tab? - Knowledgebase / SalesPad / FAQ - Cavallo Technical Support

When I click on Create Shipment, why doesn’t the invoice always appear in a tab?

Authors list

When creating an invoice from the Invoicing plugin on a sales document, there is a button labeled "Open New Shipment" in the menu. It toggles on and off. When it is activated, it has a highlighted box around it. If you click on it again, the highlight disappears and the invoice will not pop up automatically after creating the shipment. The selection made on this screen will apply to the Invoice button on the sales document ribbon as well.


Steps to change this setting

Open the invoicing plugin from a sales document.

Click the “Open New Shipment” button to toggle the option. (Surrounded by a blue box means the invoice will automatically open after the shipment is created)

Depending on the selection here, the functionality will also affect the invoice button on sales documents.


Helpful Unhelpful