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A customer may choose to receive one invoice for every order. In this case, the customer is not invoiced until the order is fully shipped; shipments are not invoiced as they are dispatched. The order is ready for invoicing only when all lines on the order have been supplied. When the order is fully supplied, a single invoice is generated covering all shipments. A Delivery Docket will issue be issued (settings on card must be set to print or print and email immediately) each time the sale shipment is completed/finalized.
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The simplest method, and one we suggest you try first, is to set the Max Shipments/Sale on the settings tab on the customer card to be = 1. This means that when all the stock is available and allocated to the entire sales order, only one shipment is created and that shipment will have 1 invoice. This reduces the number of shipments that you have to send out, reducing your cost. While at the same time giving the customer just one invoice per order. The downside of this approach is that the customer only gets the goods in one shipment, they don't get little bits of the backorders as the stock becomes available. Note: You can set the number of shipments to a number other than 1 eg 2 so that the first batch of backorders goes out to the customer as fast as possible as the remainder of the backorders wait until the stock is fully available for that sales order. There is a second method, whereby the shipments for the backorders can go out more frequently as stock becomes allocated. The customer will get a delivery docket with each shipment and then you create the one invoice when the whole order is fully supplied. This approach involves a bit more work on your behalf and can have higher costs because there are more shipments. Readysell recommends you try the first approach above and get back to us if you want to try the second option. |
Setting a customer up for invoicing per order
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