Difference between revisions of "How do I invoice multiple jobcards?"

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=== Compile Jobs to be Invoiced ===
 
=== Compile Jobs to be Invoiced ===
Select the option to print the {{WS}} [[How do I invoice a workshop job?|invoice]] as usual, entering the vehicle service information if prompted.
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Select the option to print the {{WS}} [[How do I invoice a workshop job?|invoice]] as usual, entering the unit service information if prompted.
 
* Either the job will be automatically compressed to a stock invoice or you will be prompted to choose whether you wish to use this method, depending on your system setting.
 
* Either the job will be automatically compressed to a stock invoice or you will be prompted to choose whether you wish to use this method, depending on your system setting.
 
* If you choose {{Button|No}} your invoice will be printed as usual.
 
* If you choose {{Button|No}} your invoice will be printed as usual.
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* Check and {{Button|Accept}} the invoice.
 
* Check and {{Button|Accept}} the invoice.
  
When you receive payment from your customer, please follow [[Posting Payments Received|this]] article.
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When you receive payment from your customer, please follow [[Posting payments received|this]] article.
  
 
== See also ==
 
== See also ==
 
* [[Creating workshop jobs]]
 
* [[Creating workshop jobs]]
 
* [[How do I invoice a workshop job?]]
 
* [[How do I invoice a workshop job?]]
* [[Posting Payments Received]]
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* [[Posting payments received]]
  
 
{{KB_Tags|workshop jobcard, jobcard, job, invoice, end of month, consolidate, multiple jobs, invoice multiple}}
 
{{KB_Tags|workshop jobcard, jobcard, job, invoice, end of month, consolidate, multiple jobs, invoice multiple}}
{{Hint}}{{KB_WS}}{{ZN_WorkshopManager}}
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{{How}}{{Hint}}{{KB_WS}}{{ZN_WorkshopManager}}

Latest revision as of 05:34, 19 June 2019

Summary

You may choose to issue a single invoice per customer for workshop jobs processed during the month. This article explains how to activate and use this feature.

More Information

The final invoice will need to be printed from the Stock Control - Invoicing & Customer Orders screen.

Configuration

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings".

  • Select Workshop from the "Module" drop down menu.
  • At "Search On" enter 'Compress'.
  • Click [Search].
  • Select "Compressed invoices used" then click [Edit]:
    • 'Always' to compress all Workshop Invoices.
    • 'Optional' to be given the choice of compressing the invoice when printing a Workshop Invoice.
  • The default is 'Never' so you will need to choose one of the above options to activate this feature.
  • Click [OK] then click [Done] and [Accept] the changes.

Compile Jobs to be Invoiced

Select the option to print the Workshop invoice as usual, entering the unit service information if prompted.

  • Either the job will be automatically compressed to a stock invoice or you will be prompted to choose whether you wish to use this method, depending on your system setting.
  • If you choose [No] your invoice will be printed as usual.
When the job is compressed into the stock invoice, the information shown on the stock invoice will be the 'Job Number' and a total for each category of job item. The 'Description' of the job is not carried across.
If the account you are invoicing is a cash sale account, or you have chosen to take payment for the job, you will be unable to compress the invoice to the stock system unless you untick the "Payment" box.
The date, time and user will be stamped into the Job Journal notes for future reference. These can be viewed by pressing <Alt+F8> from within the jobcard.

Produce Final Invoice

When you are ready to invoice your customer go to " Stock Control/Counter Operations Invoicing & Customer Orders".

  • At "Customer", enter or search for the customer's account code.
  • The jobs waiting to be invoiced will be listed on screen.
  • Click [Invoice].
  • Click [Document] to produce the final invoice.
  • Check and [Accept] the invoice.

When you receive payment from your customer, please follow this article.

See also


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Keywords AND Misspellings
workshop jobcard, jobcard, job, invoice, end of month, consolidate, multiple jobs, invoice multiple