Invoicing

The Invoicing (IN) module manages the creation, editing, and processing of sales invoices, credit notes, quotes, and cash sales. Documents can be posted to update Accounts Receivable and Inventory, printed, and emailed.

Key Features

• Multiple document types: Invoice, Credit Note, Quote, and Standing Invoice (Cash Sale)
• Line item entry with product selection, pricing, and discounts
• Additional charges, banking/payment details, and shipping information
• Foreign currency support with exchange rate management
• Document posting, printing, and cash sale processing
• Integration with Accounts Receivable and Inventory Control

Pages in This Module

Invoice List	Browse and search invoices, credit notes, quotes, and cash sales. Filter by customer, period, date range, document type, and post status.
Invoice Entry	Create and edit sales documents. Manage header information, line items, charges, banking details, and shipping. Post invoices, process cash sales, and print documents.

Batch Tasks

Process many documents at once. Each task uses selection criteria to choose the documents to act on and reports the outcome per document.

Post Invoices	Post a batch of unposted invoices and credits in one operation.
Reprice Invoices	Recalculate prices on a batch of unposted invoices.
Print Invoices	Print a batch of invoices to a server printer.
Reprint Invoices	Reprint a batch of previously printed invoices.
Print Quotes	Print a batch of quotes to a server printer.
Email Invoices	Email a batch of invoices to customers.
Email Printed Invoices	Email a batch of already-printed invoices to customers.