COD Customers | Invoicing and Dispatching

You can use this function to create Proforma invoices and bulk invoices to COD customers

Step-by-step guide

Assign a COD classification to a customer and their orders

1. Search the customer in Contacts and on the Financial tab check the COD box and save.

2. Create a Sales Order and assign a COD requirement to the order, customers with the terms COD will have this auto populated

Click Others within the sales order, check the Cash on Delivery tab in the popup and save

An orange COD badge will now appear on the order.

Invoicing and dispatching COD orders

1. The sales order will show an orange COD badge against it in the Dispatch screen after allocation.

You can also search all CODs by Type

2. Generate a Proforma Invoice

Select the sales order and click Gen Invoice.  The invoice that is generated will be PRO-FORMA.

This order will now have an invoiced quantity showing on the Dispatch screen

Dispatching after payment

1. Apply payment against the invoice in the Accounts > Receive Payments tab. You will also see the orange COD tab in this screen

2. Back in the Warehouse > Dispatch tab, the COD badge will change to COD PAID, indicating this order is paid and can be dispatched

As the order has already been invoiced the items can now be shipped to do this select GEN INVOICE and the DEDUCT STOCK BUT DO NOT INVOICE

and 

Your invoice will change to a Tax Invoice and reflect the payments. The packed quantities will also disappear as the stock will reduce from your inventory

In the Accounts > Receive Payments tab, the COD badge will be removed after the stock has been dispatched