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Overview

A customer may choose to receive one invoice for every order. In this case, the customer is not invoiced until the order is fully shipped; shipments are not invoiced as they are dispatched. The order is ready for invoicing only when all lines on the order have been supplied. When the order is fully supplied, a single invoice is generated covering all shipments.  A Delivery Docket will issue (settings on card must be set to print or print and email immediately) each time the sale shipment is completed/finalized.

Setting a customer up for invoicing per order

  1. In the Navigation panel, go to Relationships then Cards.
  2. Search for and select the customer you want to set up.
  3. Click the Settings tab, then click Customer Settings.

  4. In the Invoice Mode field, select Invoice Per Order. 

     Show me

  5. Click Save.

Delivery Docket method = check with customer (how do they want to receive it? Email or printed for mailing or both)

Invoice Method = check with customer (how do they want to receive it? Email or printed for mailing or both)

If you want the customer to receive it by email,

  • On the Contacts tab - make sure that one of the contacts are flagged for accounts payable and has an email address
  • On the settings tab, sub tab Customer Settings - set them to email immediately or email batch or print - just depending on what you want to happen once you have generated your invoices

Workstation setting needs to be set to have layout of ‘tax invoice by shipment’ if customer is set to one invoice per order. (each workstation usually has tax invoice layouts already preset to print for both tax invoice per shipment and tax invoice per sale.  If you do not - please call Readysell)  Having both set on your system will not cause any issues.

Workstation setting needs to be to have a Delivery Docket layout on all workstations that wish to use any of the two invoice modes (it can be unpriced or just be the standard delivery docket layout and should be set to auto print)

Tip

Once a sales order has been fully supplied, an invoice will be generated automatically. You do not need to do a batch run.



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