Sales are created by the customer placing an order. Each order may have A single sale order may be sent in a number of shipments. When it comes to invoicing shipments to customers the invoicing step can be handled a number of ways. The customer card can be setup for the following.
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Card Invoice Mode
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Orders
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Shipment
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Invoices
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Manual Invoicing
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One Order
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One or Many Shipments
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One Invoice for Each Shipment
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One Invoice Per Order
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One Order
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One or Many Shipments
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One Invoice for the Whole Order
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Batch Invoicing
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One Or Many Orders
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One or Many Shipments for each order
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, depending on stock availability. This can have an effect on how invoices are sent to the customer.
Customers can be set up for three methods of invoicing:
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Invoice method | Number of orders | Number of shipments | Number of invoices | When invoices are sent | What is on the invoice |
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Manual invoicing | One order | At least one shipment | One invoice for each shipment | Each time goods are shipped | A single shipment |
One invoice per order | One order | At least one shipment | One invoice for the whole order | When the order is fully shipped | All shipments in the order |
Batch invoicing | One or many orders | Any number of shipments | One invoice for the period of time. Eg one invoice per month |
Manual Invoicing
| Once per predefined time period | All shipments in the given time period |
Manual invoicing
An invoice is generated every time goods are shipped an invoice is generated for the . The invoice covers only those goods that were shipped in that shipment. This is the default mode method of invoicing.
One
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invoice per order
The customer is not invoiced until the order is fully shipped. Shipments are not invoiced as they are dispatched. , no matter how many shipments this takes. The order is regarded as being only considered ready for invoicing only when all lines on the order have been supplied. When the orders is fully supplied one A single invoice is then generated for all shipments.
Batch
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invoicing
The customer is invoiced once only during a particular period of time (usually per month). An invoice batch is generated at the end of the time period, and all shipments that occurred during that period are placed on a single invoice.
In situations where a single card is invoiced for multiple children (for example, a head office), Readysell can generate either a single invoice for the head office and all children, or one invoice for each site.
Sales Invoice Workflow
The options are:
- Invoice every shipment. All shipments for the customer are invoiced as they are shipped,
- Invoice every order. All orders for the customer are invoiced as soon as all the goods on the order have been shipped. If multiple shipments are sent for an order. The system can be setup to print a delivery docket if the order is not complete or an invoice if the order is completed by the shipment (if this is the last shipment for the order)
- Invoice every month. All shipments are invoiced once a month for the customer
- Invoice shipments specified by the user. This manual approach is intended as a catch all where you don’t want any of the automated rules to apply. If a shipment or group of shipments for a customer are finalised. Those shipments can be highlighted and invoiced on one invoice or invoiced individually.
- Note. If you try to invoice a shipment and there is a second outstanding shipment for the same order a warning message displayed. This is intended to warn you if you have an outstanding shipment waiting for shipment and a backorder shipment has been released before the first shipment is finalised. This gives you the option to consolidate delivery and/or invoicing of the two shipments.