Record Batch Invoice or Batch Credit

Overview

Batch Invoice option lets you perform batch invoicing and crediting procedures for recording large scale sales or credits. Sales are directly posted to the selected revenue account.

Record Batch Invoice or Batch Credit

Steps

1. From the Customer module, select Batch > New Batch Invoice/Credit. A search screen of customers will display.
   
   
2. Select the Ship to Customers or Bill to Customers tabs to display the Batch Invoice form.
   
   
   
   
3. Select the batch transaction type in the Type field. The options are Invoice and Credit Memo. Make sure that it is set to the type of the current transaction you are creating.
   
   
4. You may change the default dates in the Invoice/Tax Date field of the Order tab.
   
   
5. You may change the default Payment Term or view potential discount in the Discount tab.
   Optional: You may enter document references or PO Number, if available.
   
   
6. Indicate the sales account code(s) in the Sales Account column of the Sales tab. You may find a default sales account in the Sales tab. You may remove the default item line by right-clicking and selecting Delete.
   
   
7. Also in the Sales Quote section, indicate the net total amount in the Net Total column and enter notes to the sale in the Notes column. The Net Total and Tax Amount in the Sales item lines are summed up at the bottom portion of the form. The total potential discount is summed up in the Discount tab. 
   
   
8. Save the batch invoice/credit transaction before closing the Batch Invoice/Credit form.

Review Customer Credit Information

Go to the Customer tab of the Batch Invoice/Credit form  to review the customer's credit information.

Put the Batch Invoice or Batch Credit Onhold

Batch invoice/credits can be put on hold should any issue or concern would arise. You can put the batch invoice or batch credit transaction on hold either: 

From the Batch Invoice/Credit Memo form

Note that the batch invoice/credit should not be saved previously to be able to put it on hold.

1. Tick the On Hold checkbox and type in the reason in the Reason field.
   
   
2. Save the batch invoice/credit.
   
   
   

From the Customer Detail form

1. Go to the Transactions tab and click on the Invoice tab or Credit Memos tab.
   
   
2. Select the batch invoice / credit record.
   
   
3. Tick on the checkbox inside the In Dispute column.
   
   
4. Type in the reason in the Reason column.
   
   
   
5. Save the details before closing the form.

Attach Documents

1. Go to the Attachments tab of the Batch Invoice / Batch Credit form.
   
   
2. Click on the ellipsis button inside the File Name column and select a document type.
   
   
   
3. Select if to attach a document from the computer of from the Document Management.