Raise Invoices and Credits is used to batch process the creation of invoices and credit notes.
Toolbar
- Search – click Search after selecting options in Main Selection, Filters and Output Selection to list customers and lines that can be invoiced.
- Select All – selects all of the customers, for whom invoices can be created, found after a search.
- Clear – clears a search.
- Raise Invoices or Raise Credits – raises invoices or credits after:
- Search
- Customer selection
- Tax point selection
- Store – creates a template from your settings.
Tabs
- Select Process –
- Configure – configure the search
- Main Selection – options to define which customers orders are selected
- Filters – extra filters, to limit selection further.
- Output Selection – define how orders are invoiced.
- Trace – a log of the invoice creation process.
- Customers to Process – after searching, a list of customers is listed in the upper pane, for whom invoices will be raised. After selecting one or more customers, a list of order lines to be invoiced is displayed in the lower pane.
- Actions Required – a list of actions required before an invoice can be raised
Accessing Raise Invoices and Credits
Horizon users can be given access to Raise Invoices and Credits in Define Security.
Other Options
Settings that affect raising invoices and credits include:
- Set-up > Trader > Details > Settings > Invoicing and Statements.
- Set-up > Trader > Details > Settings > Yes/No Options > Special Settings.
See Also
