Batch Invoicing customers using a Sale Invoice Run

1. Contact Readysell before you commence to ensure that the System has been set up correctly re customers and printing of the right Invoice.
2. From the Navigation panel, double click on Sales then click on Invoice Runs
3. Click on New to create a new Sale Invoice Run (SALIRN)
4. Change the Date on the Invoice Run to be the date as at the end of the month.
5. Enter a Description to best describe the Invoice Run Eg May 2015 Batch Invoicing

6. Click on Save.

   
   
   

7. Click on Extract Shipments on the ribbon line

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

9. Select the Run Set

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

11. 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

12. Turn the relevant check boxes on

13. Click on Ok to accept the criteria.

     Show me

    

    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

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
    
    

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

Click on Generate Email Batch (if customer invoice method is set to 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