# Create and Promote Opportunity as Sales Invoice

1. Create an Opportunity for the Account.
2. Add a product in the Opportunity and provide necessary product details such as quantity, and line description, and in the Opportunity Product layout add details for unit of measure (UOM), warehouse, Due Date, and location.

<figure><img src="/files/IfOy7Y9zEptvphrViZc7" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/dQCA1Nih5kkUfJOrVgFn" alt=""><figcaption></figcaption></figure>

3. To convert the Opportunity into a Sales Invoice and promote it to the ERP system, just select the "Sales Invoice Promotion" button. Upon promoting the Opportunity as a Sales Invoice on the details tab, a Sales Invoice number will be generated.

<figure><img src="/files/vItGiVBr6hwgEVYbiPyM" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/unDX27pKT3QvEKJGLlpb" alt=""><figcaption></figcaption></figure>

5. To view the Sales Invoice in Sage, navigate to the Order Entry module->Invoice->Sales Invoice.
6. Below the “Document Number” field, type the invoice number that has been generated and the following screen will appear.

<figure><img src="/files/Cp6euOuH6nSXnqnXgPss" alt=""><figcaption></figcaption></figure>

In such a method, the user can promote an opportunity as a Sales Invoice.


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