Invoicing

Invoicing

↓The order is invoiced when the product is delivered/installed (Completed) Click here to see documentation on the pay in process > Dispatch-Pay in

The order can can be manually invoiced at any time by clicking on invoice in the quote summary screen shown below

NB: Once the order has been invoiced the order cannot be edited or processed.

Click the link below to view the Accounting Integration and the order and payment life cycle

Accounting Software Integration

Multiple Invoice statuses

You can have multiple invoice statuses setup with the same function. This allows you to invoice the order and go through a process of statuses as required.

See below example

1. Invoice order
2. Select the status invoiced on the RHS
3. Select from the drop down list of statuses.

The statuses can be setup in sales settings → Lead Status & Order Status

Bulk Invoicing

Sales -> Invoicing

When an order has been scanned or set to Completed in Dispatch and it has not been invoiced prior you will find a list of these Completed orders in Sales -> Invoicing

When you are ready to Invoice these orders you can

a)      Click on the Invoice to invoice and add any Extras / Invoice Extras that are required

b)      Click on Multiple invoices and select Print and Invoice or Email and Invoice

c)      Click on multiple invoices for the same company with the same reference and select Combine multiple invoices into 1 (this is used when you have multiple invoices for 1 campaign) 

Combined Invoices

When combining invoices the reference needs to match on all orders, or the orders need to relate to each other (e.g copied orders A,B,C)

Sales -> Invoicing

1. Search for customer/invoices
2. "Combine related orders into one invoice?" will be ticked by default
3. The items with the same reference/ or related orders will combine in 1 invoice

This will also show on the statement as combined, 100666.a,100666.b instead of separated