The following video discusses invoicing multiple orders at once using the batch invoice option in the system. It explores accessing the batch invoice screen, setting up batch invoicing, handling orders, the invoicing process, batch printing and the benefits of batch invoicing.
Batch Invoicing Process
Key Steps:
Access the batch invoice screen by clicking on the menu button, selecting "Point of Sale," and then choosing "Batch Invoice."
Choose a delivery date and select the location or truck for which you want to invoice.
Review the list of orders to be invoiced for the selected day.
Identify any orders that are not fully paid or allocated.
Click on the "View" button to investigate and resolve any issues with incomplete orders.
If necessary, contact the customer to reschedule and update the delivery date.
Use the "Auto Invoice" option for orders that are fully paid and allocated to automatically generate invoices.
Close out completed invoices and refresh the screen.
Print individual invoices or use the "Batch Print Invoices" option to print all invoices at once.
Store printed invoices as needed for record-keeping.
Cautionary Notes:
Ensure all orders are fully paid and allocated before invoicing.
Verify product availability before scheduling deliveries.
Double-check invoices for accuracy before finalizing.
Tips for Efficiency:
Utilize the "Auto Invoice" feature for quick and seamless invoicing.
Regularly refresh the screen to update the list of orders.
Use the "Batch Print Invoices" option to print multiple invoices with one click.
Maintain organized filing for easy access to printed invoices.