Readysell recommends user to conduct test run in the training environment to get more familiar with the work flow and to verify that any related settings such as cards, machines are in effect.

  1. From the Navigation panel, click on Sales then Invoice Runs
  2. Click on New to create a new Sale Invoice Run 
  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 for the run

  5. Click 



  6. Click  

  7. Select a Sale Invoice Run Set from the drop-down

  8. Enter a Cut Off Date

    This is the date you wish to use to generate invoice for shipments dated Less than or equal to that date. Usually the last day of the month

  9. Check the relevant options

    NameDescription
    NameThe name to best describe the run set  
    Cut Off DateEnd date of the month (this is the date the invoices will use)
    Invoice Partly SuppliedIgnore what is on backorder and generate a invoice for goods that have been shipped
    Create Single InvoiceCreate one single invoice for multiple shipments
    Group By Charge ToCreate the One Invoice by Charge To
    Invoice Fully SuppliedOnly generate invoice if ahipments have all been fully shipped and there are no backorders
    Create Invoice Per OrderCreate one invoice for each sales order
    Break Up By Charged FromCreate an invoice for each Charged From
    Sale Shipment FilterUse shipment filter to specify additional criteria e.g., extracts only machine linked shipments which resulted from meter charge, service order, sale order

  10. Click OK to extract

  11. Click and   to produce invoices for this run

  12. Check the result and ensure that invoices generated are correct

    Before Generate Email Batch ensure that the invoice to be emailed is set to a correct layout which is located in Administration>Advanced>System Types>Reports>TAX-INVOICE-ADJUSTMENT-NOTE

      • Value = Tax Invoice/Adjustment Note (by Shipment) Landscape or Portrait
  13. Click   
  14. sf