Invoicing one invoice per month and one invoice per order customers

SALONE – ONCE A MONTH PER CUSTOMER ORDER PROCESS ONLY.
Before you run this process please ensure that you have read the rules and procedure document on how to set this up from within customers.
 
You will have a number of Salstk with no invoice numbers.
They could be for 'once a month per customer' or 'once a month per customer order'.
 

 
To generate 'once a month per customer order' only follow the steps below.
You have the choice to ignore what is on backorder and invoice what goods have been sent out.
 

1. You should be logged into sales module from main menu
2. Close out of sales
3. Click on "Processes" Highlight and select 'Produce One Invoice per order Invoices Only'

1. In the date field, if you have invoices that you wish to break up by previous months then do one month at a time.
2. Enter the date of the transactions that are less than the date you are after.
3. If you turn on the check box for "Invoice shipments even if they have backorder's this will take into account all Salstks and invoice them and ignore what is on back order.
4. So leave it OFF if you only want to invoice the customer order references that have been fully SUPPLIED or ON if you want to invoice and ignore Outstanding Backorders.
5. 'Generate for all sites' is only ON for multisite stores.
6. Click on OK to continue

 

1. The heading will appear for each customer that is set to once a month per customer order and is ready to be invoiced.
2. Check that the default register is the right register to wish to print to.
3. Check that there is an operator code
4. Check the date you wish to date the invoices is correct.
5. Click on OK to continue
6. A report will preview to screen, check it or print it.

1. Then close out of the print preview of the report.
2. Another update window will appear for the next customer order reference update
3. Follow the steps and check register, operator and date for the invoices as below

1. Click on Ok when ready to continue
2. Report will preview to screen again, and so on for each customer order reference.
3. Once the process is complete
4. Go back into browse sales orders
5. Find the SALONE
6. Then click on the Invoice tab and scroll back to see that the Salstk total the Salone.
7. Check them.

 
SALONE ARE NOW COMPPLETE
 
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SALMTH PROCESS AND SALONE PROCESS TOGETHER.
 
 
 
Once a month per customer process together with once a month per customer order.
 
 

 

1. Select 'Produce Monthly Invoices'

 

 

1. Check 'Extract Customer Orders Dated on or Before'
2. Turn print details ON
3. Turn generate invoices from customer orders ON

 

 

1. Click on OK to continue

 

 

1. Make sure there is a register number assigned and it is the correct register to print to.
2. Check there is an operator code
3. Date for generated invoices should be end of month date E.G 31012009
4. Leave bottom not flagged that is 'consolidate monthly invoices by charge to customer' and 'use charge to as customer for charge to invoices'.  Speak to Readysell in respect to Charge to.
5. Click on OK to commence

 

1. Exit now = NO

 
 

1. Close out of the query
2. Process bar appears
3. Preview window appears check the details for once a month customers
4. Exit out.

 
 
 




Mass generate one invoice per customer order options window appears
Here enter and check the correct boxes.
 

 

1. Check the date less than
2. Take flags off or on depending on whether you want to exclude backorders.
3. Click on OK to continue

 

 
Process bar appears
Then a pop up box will appear for each customer that has been set to once a month per customer order and will be processed.
Check the details are correct before you continue for each customer order reference.
A report will preview to screen
Check it or print it then close out.