Go to:Ĭhange Existing Customer Record (Sub-task 2) #Finale inventory batch print invoice code#V Set the invoice code on the Customer Master for customers getting their invoices via e-mail. (2) BATCH PRINTING E-DELIVERY INVOICES ONLY:Īnswer all questions normally except: “Invoicing codes: E-email, F-fax, or other specific valuesĬustomer invoicing codes :_” § Batch Print Non-summary Invoices (Sub-task 8).Īll the questions are the same as in the Order Entry & Editing (Task 1) Print Open Orders (Sub-task 4) Order Documents (Selection 1). (1) BATCH PRINTING FROM THE HOLDING FILE: Step 4: Printing (a couple of ways to prints – either manually or e-delivery): V NOTE: The invoices won’t move to the Holding File if the invoice hasn’t been printed, either “one at a time” or batch printed. Manually, or wait until the overnight back-up process, move the invoices to the Holding File (manually – go to Task 25 in Order Processing module). Note: be sure to answer NO to the prompt: Reprint Previously Printed Documents? Y/N (default is No), otherwise ALL invoices will print, including the over-the-counter invoices, invoices sent with the order and any other individually printed invoices. If the process is not run on a daily basis, read and answer the prompts concerning date and any other that may apply. If this process is run on a daily basis, press the ENTER key for the rest of the system prompts, with the exception if the invoices are being printed for a specific division. Use #6 (Accounting) as the “Starting & Ending Status”. When you are ready to print these “un-printed” invoices, go to: The step effectively closes the order, assigns an invoice number and invoice date, but an invoice will not print. When the order is complete, on the “Collection Screen” (where the operator is prompted for a Pay Method and an Action) enter 27 in the Action column – which is “Accounting”. But for the rest of the invoices, which will be mailed out at the end of the day or the next day, batch printing might be the best option. The “one at a time” method works for over-the-counter sales and sales where the invoice goes with the order. Occasionally clients want to print all (or most) of their invoices at the same time, instead of printing them one at a time.
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