How to create a monthly invoice for a customer account

[G.W.Green]

To create a monthly invoice for account customers, first you need to have taken an order from the customer using the method below:

• Create customer and give them a credit limit.
• Go to sales screen and complete a transaction.
• On payment screen change ‘Sale’ to ‘Order’
• Choose ‘Customer’ and select customer.
• Choose tender type ‘Account’ and pay a penny so the order stays open. Choose if you wish to deduct the item\s from stock.
• When the customer returns to purchase more items on their account, just re-call the order - sales screen\menu (F10)\orders. Find the order, ‘recall’ it and add to the order. Again, choose tender type ‘Account’ and pay a penny so the order stays open. Choose if you wish to deduct the item\s from stock.

Now you can print an invoice at the end of the month for the customer account:

• To print the customers invoice at the end of the month, choose Sales screen\Menu (F10)\Orders\highlight order from within ‘pending’\print.
• Complete the order when payment has been made.