Batch Invoicing customers using a Sale Invoice Run

Overview

Before you use this feature for the first time. Please contact Readysell before you commence to ensure that the System has been set up correctly re customers and printing of the right Invoice.

Procedure

1. From the Navigation panel, double click on Sales then click on Invoice Runs
2. Click on New to create a new Sale Invoice Run (SALIRN)
3. Ensure you Change the DATE on the Invoice Run to be the date as at the End of the Month.
4. Enter a Description to best describe the Invoice Run Eg May 2015 Batch Invoicing

5. Click on Save.

   
   
   

6. Click on Extract Shipments on the ribbon line

7. If there isn't a run set click on New to create one

8. Select the Run Set

9. The name of the run set will appear to screen

10. Enter a Cut Off Date. This is the date you wish to use to generate the Invoice for the Shipments dated Less than and equal to that date. Usually the last day of the month

11. Turn the relevant check boxes on

12. Click on Ok to accept the criteria.

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13. Reference

    Name	Description
    Name	The name to best describe the run set eg your company name
    Cut Off Date	End date of the month (this is the date the invoices will use)
    Invoice Partly Supplied	Ignore what is on backorder and generate a Invoice for goods that have been shipped
    Create Single Invoice	Create one single invoice for multiple shipments
    Group By Charge To	Create the One Invoice by Charge to
    Invoice Fully Supplied	Only Generate a Invoice if the Shipments have all been fully shipped and there are no backorders.
    Create Invoice Per Order	Create One Invoice for each sales order
    Break Up By Charged From	Create an Invoice for each Charged from

14. Click on Generate Invoices to produce invoices for this run

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15. Check the result and ensure that all Invoices generated are correct and that all uninvoiced shipments for the customers set to 'Batch Invoice' have been generated

16. Before you Generate Email Batch ensure that the file path for the Invoices to be emailed has the correct layout assigned to it.

• System Type - Reports
• Tax-invoice-Adjustment
• Value = Tax Invoice/Adjustment Note (by Shipment) Landscape
17. Click on Generate Email Batch (if the customer invoice method is set to a form of Email Batch (Manual)) to generate and send invoice, then continue. Check the emails addresses that have been extracted.
    If they look OK Click on Run Batch to email the invoices

18. If you want to use a different invoice layout for any customers. Please see

    Setting a custom invoice layout for a customer