...
- Either leave the default date or change the date.
Change the workflow status from Inactive to Active if you wish to activate it right away or leave it Inactive until all the criteria's are correct within the Sale Run then once you are happy with it change the workflow status = ACTIVE
Expand title Show me 
- Add a description to best describe this run set eg Monthly Labour Charge
Change the sale run type = Once Off
Note - Recurring Automatic : You set up the recurrence schedule, a nightly task runs "Generate Recurring Transactions" to execute a sale run when necessary
- Recurring Manual : You can generate a new set of invoices at any time
- In detail area on the tab = 'Lines' click on the NEW button
You can add as many products with a specific price that you want to invoice out. In the example below I will only be charging Labour Charges at $135 inc gst.
If the product you are adding has been set up with a default price, it will populate but you can still make changes to the product in respect to the price and quantity overall and then on each customer attached.Expand title Show me 
To add the customers to be invoiced, click on Extract Customers action button in the top ribbon
Expand title Show me 
The sale run set window will appear
Select the right run set or create a new run set
Expand title Show Me 
By using the Extract Customers and Sale run set, the system will populate the customers based upon the criteria on the sale run set or you can manually enter customers and it will populate the products that you inserted on the Lines tab to each customers in the list.
After extracting the Customers you can still modify the customers that have been extracted by either deleting them off this sale run or adding other customers to this sale run.
You can also make changes to the product/s on each customer if you should wish to charge a different price for specific customers or different quantity or additional products.If you dont wish to use the extract customers action button, you can manually add customers to a Sale Run manually, click on the Tab Customers
Click on the NEW buttonExpand title Show Me 
Start either searching and drawing the customers or just enter the cardid if you know it. Repeat for as many customers required for this sale run.
Check to ensure that there is a product to be invoiced on each customer. You can also add other products and change product qty and prices on each customer.- Click on SAVE
- Check to ensure that the workflow status is set to Active
When you are ready to run this Sale Run that is a Type of 'Once Off' click on the Generate Invoices action button in the top ribbon.
Expand title Show Me 
- A pop up message will appear.
Click on Yes if you wish to continue
Click on NO if you dont wish to continue
- You will be take to the Shipments tab where a list of Shipemnts and Invoices will display
The status on the sale run for the type = Once Off will now read POSTED.
...
| Expand | ||
|---|---|---|
| ||
If a Sales run has a sale run type of either of the two above, the status on the Sale run will remain In Progress. |
...
If you have set up the Sale Run to have a Sale Run Type of 'Recurring Automatic' a task "Generate Recurring Transactions" will run based upon the recurrance setting
...