Generating an INSL Invoice (Invoice Now, Ship Later)

An INSL invoice is basically a COD invoice. Typically this is used when you want a customer to pay for the order before you ship it out.

Steps to create an INSL INVOICE within a Sales Order

1. Click into a sales order and then into the Invoice Tab

2. Click Auto Fill with SO QTY or Auto Fill with ALLO QTY

3. Click Generate INSL INVOICE (bottom left)
   
   

   Open

   

4. Once done the invoice is created.

   Open

   

5. We tag the order up the top on the sales order that this is an INSL order.
   
   

Steps to create multiple INSL invoices

1. Go into warehouse > dispatch > search your collection or customer in the filter at the top.

    

2. Tick all your orders on the left hand side
   Click Pick Ticket
   Select SO QTY, ALLOCATED QTY or PACKED QTY depending on what quantity you need to invoice out.
   Click Generate once done

    

3. A pop up will appear and then click Generate Invoice at the bottom and wait for everything to be done
   
   

4. The tab will then change to an INSL label as per below.

    

5. You can also search your collection and then under type select INSL if you wanted up the top.
   Anything with an INSL tag should show up

    

6. Once that is done please follow this link to learn how to dispatch an INSL order.
   The process is slightly different.

What is the difference between an INSL invoice and REGULAR INVOICE

Generate Invoice

When you create a Sales Order, the system will check the availability of the products in the warehouse.

If you select the Generate Invoice button, you will be provided an Invoice Number.

After you have given the bill and accepted the payment, it will be ready to ship to the customer.

As you can see, the stocks were deducted when you generated the invoice.

Generate INSL

When you create a Sales Order, the system Does Not check the availability of products in the warehouse. If you choose the Generate INSL button, you will only be given an Invoice Number.

However, it has not yet been deducted from the warehouse.

You will have the Invoice Number only.

After you've delivered the bill and received payment, you must proceed to Dispatch, confirm that the SO has packed the quantity.

And then generate the second invoice, this is to deduct the quantities in the warehouse (Option 6). Then it will be ready for shipment to the customer.

After you confirm the invoice, it will log the stock in the inventory logs, deduct stocks from the warehouse, and ship.

The main purpose of this is Generate an invoice for shipping the goods now and customers on terms, while INSL is for invoices that ship later, so the invoice needs to be paid prior to shipping.