Add Batch
Opens the batches available for invoicing pick list, where all batches to be invoiced can be selected
Remove Item
Removes the highlighted line from the invoice
Notes
Text can be added to each individual batch line
Issue Invoice
Issuing an invoice is irreversible, it locks the invoice from any changes and is generally accepted as setup for exporting to an appropriate account package
Cancel Invoice
To cancel an invoice, it must be at a status of issued
Mass Issue
Used to lock any further entries or changes made, once applied no amendments can be made.
Mass Issue – mass issue invoices
Selection Criteria –
Select Invoices for the current customer
Select Invoices for all customers
A picking list will open displaying all entries as per the selection made in the selection criteria. Select all those to be included for issue.
Exit the window when finished.
Mass Print
Mass Print is used to print all selected invoices; this enables users to create invoices then print in one session.
Mass Print – select this to print multiple invoices
Options –
Stage 1
Select Invoices to print for the current Customer
Select Invoices to print for all Customers
Stage 2
Include unfinished Invoices only
Include issued Invoices only
Include all Invoices
Stage 3
Start Date
End Date
Print Option – Preview
A picking list will open displaying all entries as per the selection made in the selection criteria. Select all those to be included for printing/emailing
Exchange Rates
Invoice multi-currency reconciliation, changes exchange rate on selected invoices using the following options
Invoices to Include This Invoice only
All Invoices between dates specified
Issued between dates specified
Unfinished between dates specified
Zoom Buttons – Can be used to navigate to linked areas
Document links
When creating an invoice, it is possible to attach essential documentation, also within the invoice are linked batch documentation.
See Document links
Action Button
Use the Action button to display an additional options menu. Right clicking will replicate this action.
Print Invoice/Credit & Proforma
Opens the print preview page for print options and prompt to email invoice
eMail Invoice/Credit & Proforma
Opens a new Outlook email page with the PDF attached
Edit this invoice/credit & proforma item
Edits the detail of the highlighted batch, only applicable on credit note or added delivery charge
Quantity – quantity to be included
Unit Cost – unit cost of the item
Description – description of the item
Drawing Number – drawing number of the item
Drawing Issue – drawing issue number of the item
Total Cost – total cost of the batch line
Unit Cost – unit cost of the batch
Enter % discount – percentage discount if applicable
Notes – notes applicable to the editing of the batch
Attempting to edit a works order batch will flag the following message.
Add a new invoice item
Adds a new item to the invoice that is not related to any batch detail
Quantity – quantity of item
Unit Cost – unit cost of item
Description – description of item
Drawing Number – drawing number of item
Drawing Issue – drawing issue number of item
Total Cost – total cost of the item
Unit Cost – unit cost of the item
Enter % discount – percentage discount if applicable
Notes – notes applicable to the extra item being added
Copy Invoice as Credit Note
Copies the invoice and creates a credit note where batches to be credited will be retained
Create Proforma Invoice
Creates a proforma invoice