The billing transactions of sales orders are recorded using "Bill" and "Multiple Bill" options located in the right mouse button menu of the Order Slips list. These transactions may be performed either for a single slip or in batch for multiple slips.
The invoice / dispatch type is selected from the window when the orders are invoiced one by one, and the information is recorded on the relevant invoice.
- In order to display the Bill option in the Order Slips list, the Approval Info of the order must be Deliverable.
- The partial order shipping parameter is important for billing from the list of order slips. If the default value of the partial order shipping parameter for the AR/AP of the slip is No, in other words, if the order is to be shipped wholly, the Bill option is not displayed in the menu on the order slips which have been shipped.
- If the order is to be shipped partially, on all the order slips that have not been shipped the Deliver option is located on the right mouse button menu and invoice information can be entered.
- For those being Deliverable for the service lines only, the Bill option is located in the right mouse button menu, the Deliver option is not displayed.
Multiple Bill
The orders may be billed either one by one or collectively. The Order Slips to be transferred to the invoice are selected from the orders list and then "Multiple Bill" option is used which is located in the right mouse button menu of the Order Slips list.
The dispatch type is selected firstly and then the following info is specified at related fields of "Multiple Billing" window:
- Invoice Start No
- Invoice Date
- Invoice Time
If each invoice is wanted to be recorded individually after user confirmation, "Ask Before Saving" option is selected. In that case invoices containing the lines matching with the conditions specified in "multiple billing" window are displayed one by one. The user can modify the displayed invoice information.
In the event of saving "Multiple Billing" window without selecting "Ask Before Saving" option, the selected orders are billed collectively and the transaction info is tracked at Multiple Billing Log file.