Each purchase receipt creates a sales shipment. After processing the receipt of the member order, click on the shipment and invoice it. From Sales Orders, generate and email invoices to members, noting the supplier invoice on the Office Brands invoice.
- In the navigation panel, click on Sales then click Orders.
- Locate the order for which you are finalising a shipment.
- Click on the Shipments tab.
- Click Show Transaction.
- Click Save and Complete (if you have not made any changes, click Complete instead)
- Enter Scan the barcode on the actual picking slip to bring up the shipment.
- Make any required changes
- Click on button Complete
- Enter the invoice date, then click OK.
- Click Show in Report, then select Tax Invoice.
- The tax invoice can be printed or emailed as appropriateIf the customer card is set to automatically email and/or print, the invoice will do so. If no customer is selected the system (depending on the settings) will automatically print off a copy of the invoice.