How do I Invoice Multiple Sales Orders?
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Summary
Within Sales Ordering it is possible to process orders to the point of completion and then invoice multiple orders in the same invoice run. This can be useful if you are receiving your online orders into Platinum and want to invoice them all at the end of the day.
More Information
- Follow this article on processing your sales order up to the point where it is ready to invoice.
- Once you have processed all of your orders go to " Sales Ordering Order Invoicing".
- From here you have two choices for invoicing all orders : Invoice All (Interactive) and Invoice all (Automatic).
- Invoice all (Automatic) - <Alt+F6> where the deposit fully covers the value of the invoice, the invoice will be printed and the deposit automatically allocated. If any documents require additional payments they will be skipped. This option will also skip any accounts with a status set.
- Invoice all (Interactive) - <F6> This option will produce invoices for all eligible accounts and automatically allocate any deposits found up to the value of the invoice. Where there are no deposits found or the deposits do not fully cover the value of the invoice you will be prompted with the payments screen to pay the remaining balance.
- Depending on the number of invoices you are producing you may find it useful to run the Invoice all (Automatic), <Alt+F6>, first to produce the majority of invoices and then use the Invoice all (Interactive), <F6>, to produce the invoices where you need to take additional payments.
Printing Invoices for one Account
If you have processed multiple sales orders for a single account it is possible to produce all invoices for just this account.
- Go to " Sales Ordering Order Invoicing".
- Press <F4> to open the Customer Invoice Summary. This will show you a list of all accounts with orders eligible to invoice.
- Highlight the account you want to produce an invoice for and click [Choose].
- To produce an invoice for all eligible items on the account press <F5> to be taken to the payments screen where you are prompted to enter the payment method for the invoiced items.
- To invoice specific delivery notes for the account click into the "Delivery note" field and press <Shift+F2>. You can now enter up to 10 different delivery note numbers to invoice. Once you have entered the delivery note numbers click [OK] and then press <F5> to be taken to the payments screen.
- Select the payment method for the invoice and then click [Post] or press <F7>.
See also
