In this video, I walk you through batch invoicing, a time-saving feature that allows you to view and print multiple invoices together. By selecting a delivery date, you can easily pull up all the invoices that need to be processed. No more manual handling of individual orders - batch invoicing streamlines the process for efficiency. Take a look at how it works and simplify your invoicing tasks today!
Batch Invoicing Process
Key Steps
Select the delivery date to bring back all orders that need to be invoiced.
Review orders in green (fully paid and allocated) and yellow (fully paid but not allocated).
Click on the View button for yellow orders to check for stock availability.
Adjust delivery time if needed to ensure stock availability.
Refresh the batch invoice page to update the orders.
Generate invoices, view orders, or print pick tickets as necessary.
Click on auto-invoice for orders that are ready to be invoiced.
Repeat the auto-invoice process for each order in the batch.
Refresh the batch invoice page to ensure all orders are invoiced.
Cautionary Notes
Check stock availability before invoicing orders.
Ensure all payments are fully allocated before invoicing.
Double-check the accuracy of invoices before printing.
Tips for Efficiency
Use the batch print function to print multiple invoices at once.
Utilize the batch print feature for shipping labels, delivery tickets, and pick tickets as needed.
Regularly refresh the batch invoice page to stay updated on the status of orders.