3. Select By - choose Order Number Range or Account Code Range then
enter the first and last order or account codes 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 Proforma Invoices? check-box.
6. Click the Include a Date Range? check-box if you only want to view
orders for specific dates. Enter the date range required.
7. Click the Select Orders button. Make sure the check-box in the Invoice?
column is ticked for all the orders you want to produce proforma invoices
for.
8. Click Print Invoices.
9. Select where you want to send the output to from the Send To options.(more info).
10. 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.
11. 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.
12. 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. Click here
for instructions
on creating invoice messages.