Card Invoice Mode | Orders | Shipment | Invoices |
Manual Invoicing | One Order | One or Many Shipments | One Invoice for Each Shipment |
One Invoice Per Order | One Order | One or Many Shipments | One Invoice for the Whole Order |
Batch Invoicing | One Or Many Orders | One or Many Shipments for each order | One Invoice for the period of time. Eg one invoice per month |
Customer Invoicing Mode
Sales are created by the customer placing an order. Each order may have 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 :-
- Manual invoicing. Each time goods are shipped an invoice is generated for the shipment. This is the default mode of invoicing.
- One Invoice Per Order. The customer is not invoiced until the order is fully shipped. Shipments are not invoiced as they are dispatched. The order is regarded as being ready for invoicing only when all lines on the order have been supplied. When the orders is fully supplied one invoice is generated for all shipments.,
- Batch Invoicing. Shipments do not automatically invoice. A invoice is generated only when an invoice batch is generated. Then all shipments in the batch are placed on one invoice for the customer. If the customer is a charge to (head office) customer then one invoice can be created for all their sites. In the alternative a separate invoice can be created for all the shipments to each site during the period.