What does the Account Summary Screen Show?
From Catalyst
Summary
This article explains what the Account Summary option will show you in two different areas of Platinum: " Stock Control Invoicing & Customer Orders" and " Logistics Management Logistics Management Invoice Production".
More Information
The [Account Summary] option allows you to view a list of customers with Stock or Jobs waiting to be invoiced.
 | In " Stock Control Invoicing & Customer Orders" it is possible to produce an Advice Note or allocate stock to a customer without producing an invoice. The items are booked out of stock and remain on the Invoicing screen until you are ready to produce the invoice. The [Account Summary] is a useful way of finding which accounts have invoices that need completing. |
| In " Logistics Management Invoice Production" the [Account Summary] will list all accounts with jobs ready to be invoiced. |
Stock Control
- Go to " Stock Control Invoicing & Customer Orders".
- Clear the "Account Code" field and press <F4>.
- For each customer you will be able to see the number of items waiting to be invoiced, their Nett value and Profit details.
- Select the account to invoice and press <F2>.
- You can now produce your invoice as usual following the steps in Selling stock in Invoicing and Customer Orders.
Logistics
- Go to " Logistics Management Logistics Management Invoice Production".
- Press <F4>.
- For each customer you will be able to see the number of Jobs waiting to be invoiced and their Nett value.
- Select the account to invoice and press <F2>.
- You can now produce your invoice as usual by filling in any additional information and pressing <F2>.
See also
- Selling stock in Invoicing and Customer Orders.
- How do I create a logistics job?
- Invoicing Logistics Jobs
