How to invoice a NET/TERMS for multiple wholesale orders
- Sandra Petrovic
Generating normal invoice bulk can also be done in the system using the dispatch screen. Especially when you have specific terms in the system.
Step-by-step guide:
Click on arrow and select Warehouse
You will notice that this module is divided into 3 sections at the top of the screen: Arrive Purchase Orders, Dispatch and Web Pic n Pack. For this section, we will focus on the Dispatch screen.
Click the Dispatch Button
NOTE : If you want to learn more about dispatch please see the related Article Dispatching Orders.
If you have terms you can change the SO# dropdown into Terms, add the terms in the text field and click the Search button, you will get all the orders under the Terms from all customers.
To generate the invoice, you need to select the orders with allocated quantity and Confirm Packed button
If you have the same customer selected you will get the pop-up showing if you want to combine the order or generate invoice separately.
Combine - it will give you one invoice number with Multi SO (One is to Many)
Separate - it will generate invoice to each Sales order number (One is to One)
If you want to combine the order this pop-up will appear for the option of invoice.
Note : Read the descriptions on what to expect on the options here.
If you choose the Combine options, it will generate one invoice, and this pop up will show for the progress.
Once generated it will give you the PDF report that can be downloaded with all the SO in the invoice.
If you go to the invoice tab you will notice that the Invoice number have the label Multi
Opening the Invoice will show you all the SO numbers under the Invoice number.
If I choose the Separate Option, I will get the same screen to choose what option I will use to invoice. And I will get this pop-up. This will show the progress of the generated invoice.
Invoice # - you will see the invoice number generated to per SO
Invoice status - Done if the generation is finished
Logs Status - if it logs successfully in the inventory tracker logs
Fulfillment Status and Email Status - this is for web orders only, since the sample SO is STD it shows the N/A
PDF status - it will show after it was generated successfully
PDF will show in individual order
In the Invoice tab, there will be no Multi label besides the Invoice number.
Note : If you have a different customer to generate an invoice at once, you will be directed to the Generate Invoice option pop-up and you can choose what you will use to invoice the orders. and it will be a separate invoice per SO.