The following video discusses creating a partial invoice using the HomeSource point of sale system. This process is helpful when part of the order is ready for delivery while other items are still pending.
Partial Invoicing Process
Key Steps
Access the Order: Open the order in the HomeSource point of sale system where part of the items are ready for delivery.
Generate Invoice: Click on the option to generate an invoice for the order. The system will automatically check off the items that are ready for delivery.
Review and Finalize: Review the invoice to ensure only the available items are selected for invoicing. The system will show the balance owed based on the items invoiced.
Finalize Invoice: Click on the finalize button to complete the invoicing process. The system will keep the pending items on backorder while invoicing the available items.
Check Open Orders: Verify the status of the order by searching for it in the open orders section. You will see the invoiced items and the pending items on the order.
Cautionary Notes
Ensure to only invoice the items that are ready for delivery to avoid confusion with pending items.
Double-check the invoice before finalizing to prevent any errors in invoicing the wrong items.
Tips for Efficiency
Use the filters at the top of the invoice screen for large orders to easily identify the items ready for delivery.
Keep track of open orders to monitor the status of invoiced and pending items effectively.
By following these steps, team members can efficiently create partial invoices using the HomeSource point of sale system, ensuring accurate billing for delivered items while managing pending orders effectively.