3. Select By - choose Order Number Range, Account Code Range or Customer Reference
then enter the first and last order or account codes or the customer reference to be included.
4. Invoice Type - select whether to include All Types, or only Daily (for
accounts set up so that each order generates its own invoice), Weekly (for customers set to get a consolidated invoice on a weekly basis) or Monthly (for customers set up on consolidated monthly invoice).
5. Click the Include a Date Range? check-box if you only want to view
orders for specific dates. Enter the date range required.
6. Click the Select Orders button. Orders that do not exceed the default
acceptable profit margins, and that have not previously been put on
query, will automatically be ticked as ready to invoice in the Invoice?
column.
7. Untick any invoices that you do not wish to invoice at this time.
Note the POD (Proof of Delivery) column that identifies orders that have been delivered and signed for by the customer, this is only for users using the POD app. You can
unquery orders that have previously been queried if you wish to invoice
them now. Make sure the Invoice? column is ticked for them. Notice the Toggle Display button that will show the Customer Reference and Gross Value columns.
8.
Check all the invoices you wish to produce in this batch have a tick in the
Invoice? column. You may wish to use the Tick All and Untick All buttons to speed this process up.
9. Click the Print Invoices button.
10. Select where you want to send the output to from the Send To options.(more info)
. Note: if you wish to email invoices you will need
to ensure
there is a contact person set on the account who has a valid email
address that is ticked to receive invoices. See:
Create a New Contact
for
details on setting up contacts and email addresses.
11. Confirm the Invoice Date. This date determines the period that the
invoices in this batch will be posted to. Make sure you post them to the
correct month. The current Period End Date is displayed, showing the
month that your Sales Ledger is currently in. Please note that you will not be able to post to a previous period.
12. Consolidate Nominal Transactions? - the box should be ticked so that
the nominal ledger accounts are only updated once with the batch totals,
rather that an entry for every individual order line.
13. If an Invoice Message is required, you can select a pre-defined Message Code from the drop-down menu, or skip the message code
and type your message directly into the white box, please note there is a
maximum length of 250 characters for this message. Click
here
for
instructions on creating invoice messages.
14. Click Ok. The invoices are updated to the Sales Ledger and you can use Customer Transaction Enquiry
to view the invoices on a customer's
account.