How to invoice a Back Order
- Sandra Petrovic
One Invoice at a Time
1. Click on the arrow and click on Sales
2. Search for your collection, customer or particular order.
Hit Search once done.
3. Click the sales order number to open it up
4. Once the sales order is open, click Invoice tab
5. The next step is to enter quantities in the PACKED QUANTITIES for the items you want to invoice.
If you do not wish to invoice an item, leave the white boxes next to Packed as empty
For the items you wish to invoice, you either click Auto Fill with SO Qty or Auto Fill with Assigned Qty. When AUTO FILLING there are a two main options:
Auto Fill SO Qty – This will just load the number of pieces left to ship into the packed qty. If the customer ordered 8 pcs in size 8, then it will load 8 pieces in size 8. If 3 of those had been invoiced already, it would load 5.
Auto Fill with Assigned Qty - will only work if you have an integrated warehouse. And you use the warehouse to arrive a shipment. As part of the process you can ASSIGN the received goods to the Sales Order’s This then becomes the ASSIGNED QTY.
Or you can manually enter the number in the box yourself.
6. Click Generate Invoice at the bottom of the screen
7. The following pop up box will appear. It gives you two options:
- The first option being that you will invoice the items at a later date and put them on 'back order',
- The second option is to never invoice the items. Tick a box.
If you want a back order make sure you tick Put the Remaining Items on Back Order
Click GENERTE INVOICE also
8. Thee items that were invoiced will have Fully Packed written next to them and the items to be invoiced at a later date will have Back Order next to them.
9. When you want to generate an invoice for the Back Order items, repeat steps 1-8.
Invoicing more than one order at a time
1. Go to Warehouse screen
2. Click on the Dispatch Orders and bring up all your order such as Line, Warehouse, Type
Hit Search once done
Tick the orders on the top left
The styles would have already been partially allocated so you can invoice based on the ALLOCATED QUANTITY
Click Confirmed Packed Qty button (located near the search bar)
Select Set un-shipped items to BACK ORDER
Click ConfirmIt would have created a BACK ORDER option and then put the remaining items in BACK ORDER
Next click Gen Invoice button (located near the search bar up the top of the screen).
Please read the relevant option that you need. Typically option 1 is used or option 3.
Click Generate once done.Click Invoice Selected
Wait a couple of minutes for it to complete
Everything should be completed and you should be done!
How to remove a back order
1. Go to the dispatch tab and locate the order
2. Tick your order and click Clear Back Order
3. Click Yes on the below box
4. The final result should remove the quantity under BACK ORDER.