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 Burger menu and select the Sales Order Settings, 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 Sale Order. Click the Pick Ticket. Select the Proforma Invoice in the option, click the Allocated quantity and Generate Single file then click the Print button, it will show the Report 

This is the report generated for Proforma Invoice

To add Packed quantity, you need to select the order and click the 'Confirm Packed' in the pop-up select the option you needed and Confirm. 

The order will now have the Packed Quantity and Ready to invoice 

Go to Pick Ticket. Select the INSL/COD option. Select Pack Qty and click the Generate Single File then click the Generate button.

You will now have the Packed quantity and Invoice quantity in your order.

Dispatching after payment

1. Apply payment against the invoice, click the arrow and select Accounts

In the Received Payments screen, search the invoice number. You will also see the orange COD tab in this screen

2. Apply the necessary payment of the Invoice. In my sample I user Cash Method in as payment and pay it full by clicking the Apply Payment button.

3. 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 Option 6 : DEDUCT STOCK BUT DO NOT INVOICE and click Generate Button

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