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Diane Partridge

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  1. In the Navigation panel, go to Relationships then Relationships>Cards.
  2. Search for and select the customer you want to set up.
  3. Click the Settings tab, then click Customer Settings.

  4. In the Invoice Mode field, select Invoice Per Order. 

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  5. Click Save.
Note

Delivery Docket method = check with the customer (how do they want to receive it? Email or printed for mailing or both)

Invoice Method = check with the customer (how do they want to receive it? Email or printed for mailing or both)

If you want the customer to receive it by email,

  • On the Contacts tab - make sure that one of the contacts are flagged for accounts payable and has an email address
  • On the settings tab, sub-tab Customer Settings - set them to email immediately or email batch or print - just depending on what you want to happen once you have generated your invoices

If this is a Head Office/Child scenario type customer where the Head office gets the documents and not the child customer please contact Readysell for more information.

Workstation setting needs to be set to have a layout of ‘tax invoice by shipment’ if the customer is set to one invoice per order. (each workstation usually has tax invoice layouts already preset to print for both tax invoice per shipment and tax invoice per sale.  If you do not - please call Readysell)  Having both set sets on your system will not cause any issues.

Workstation setting needs to be to have a Delivery Docket layout on all workstations that wish to use any of the two invoice modes (it can be unpriced or just be the standard delivery docket layout and should be set to auto print)

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Once a sales order has been fully supplied, an invoice will be generated automatically. You may choose to run the Invoice run.


Note

Try and not to flip the Invoice Mode from one setting to another during the month.

If you do, please ensure that you have run the Invoice run to invoice the outstanding posting sale shipments.