For consistency purposes, we have used the same screen for invoice orders as we have done for our enquiries. For more information on the screen look and feel and functionality, please refer to the Outstanding Sales Orders Enquiry article.
You can invoice the goods for a single or multiple sales orders at a time from different options, however not all options allow you to do multiple order invoicing.
Depending on which area of the system you choose to access the Invoice Orders screen, you will either see an Invoice Orders or a Invoice Lines action card. They both can invoice just some lines or all and can either partially invoice or fully invoice your order or orders.
Both of these options open up the same Invoice Orders screen which is explained in more detail in the table below.
The Totals at the bottom part of the screen are the sum of all orders. When you select an order or orders, the Totals will be updated to reflect the totals of the order or orders you have selected.
There are a few different ways to access the Invoice Orders option.
Access from Invoice Orders option from Selling:
You can select multiple orders to invoice from this option. All orders that can be invoiced are displayed in the Invoice Order enquiry.
Click Selling then click Transactions.
Click Invoice Orders.
Note: All orders that can be invoiced are displayed in the enquiry. You can narrow down you search using advanced filters.Select the checkbox in front of the order or orders you wish to invoice.
Note: The Action Panel opens automatically from the right-hand side of the screen.Click the Invoice Lines card.
All order detail line or lines are displayed on the Invoice Order screen for the selected order.
You can invoice all details lines or just partially invoice them, and once you are done, click on either Preview Invoice, or Invoice and Email or Invoice and Print buttons. You can find more information on what each button does in the table below.
Access from the Outstanding Orders Enquiry screen:
You can only invoice one order at at time from this option. All outstanding orders are displayed in the Outstanding Orders enquiry.
Click Selling then Enquiries then click Outstanding Orders.
Note: All orders, credit notes and estimates are displayed. You can narrow down you search using advanced filters.Select the checkbox in front of the order you wish to invoice.
Note: The Action Panel opens automatically from the right-hand side of the screen.Click the Invoice Order card.
All order detail line or lines are displayed on the Invoice Order screen for the selected order.
You can invoice all details lines or just partially invoice them, and once you are done, click on either Preview Invoice, or Invoice and Email or Invoice and Print buttons. You can find more information on what each button does in the table below.
Access from a customer record:
You can only invoice one order at at time from this option. All orders related to the customer record you have selected are displayed.
Click Debtors then click Customers.
Select the checkbox in front of the customer you wish to work with.
Note: The Action Panel opens automatically from the right hand-side of the screen.Click the Outstanding Orders action card.
Note: All outstanding orders for the customer are displayed.Select the checkbox in front of the order you wish to invoice.
Note: The Action Panel opens automatically from the right hand-side of the screen.Select the Invoice Order action card.
All order detail line or lines are displayed on the Invoice Order screen for the selected order.
You can invoice all details lines or just partially invoice them, and once you are done, click on either Preview Invoice, or Invoice and Email or Invoice and Print buttons. You can find more information on what each button does in the table below.
Note: To process the invoice of the selected order or orders, you must click on the Invoice and Print button on the Invoice Order screen.
The Invoice Order screen:
Once you have gone through either of the above steps, you are presented with the Invoice Order data entry screen.
Option | Description |
Detail lines |
|
Process Date |
|
Year and Period |
|
Invoice All |
|
Clear All |
|
Preview Invoice |
Tip: You might have to enable popup on your browser. |
Invoice and Email |
|
Invoice and Print |
|