Announcement

Collapse
No announcement yet.

Questions on Invoicing

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

    Questions on Invoicing

    We are using v6 now but we have a bit of a logistical problem. When an order comes in we currently print out the packing list and the Invoice. For all practical purposes the invoice is useless to us, as the orders come in prepaid by credit card and the customer is not invoiced.
    Right now we are forced by the program to print the invoice. When we mark the items as shipped the program will not send the orders to the 'completed' file unless an invoice has been printed. It would be an extra unecessary and complicated step if we had to come in from the packing floor, mark the items as shipped and then print an invoice to go into the box. I would rather just put a packing slip in the box and be done with it.

    I have two ideas to fix this. The first would be to modify the program in some way that the invoice does not need to be printed in order for an order to be 'completed'. It just needs a packing slip, all items marked as shipped and the payments marked as complete and it goes over.
    The second idea would be a modification to the invoice itself. We could use it as the packing slip that goes in the box IF it printed the quantities on the Invoice. I personally dont need the tax code column or we could add a column. Without the quantities the invoice is useless in this regard.
    Thank you in advance for your kind help in this matter.
    Neal Catapano
    Grand Pooh Bah
    TheWarStore.com

    #2
    You could run an external program that marks the invoices as printed. As it happens I have a product about to go into beta test that does just this. Email me off the list if this is of interest.

    The other thing to do would be to print a different type of report, (mailing labels for example) that way you are using status field.

    It's not clear exactly what information you want to send to your customer, do you want the packing list with prices or is the current packing list fine for you.
    Jan Strassen, Mole End

    Comment


      #3
      Sending the customer the invoice with quantities would be ideal I think. As long as it does not have the private payment info it would be fine.
      Right now we print up the invoice and packing list. Invoice goes into the box, packing list comes back to the office after shipping so we can mark the orders as shipped in actinic. Invoice in the box is worthless because it is printed before we mark anything as shipped and all the numbers on it are zeroes.
      The reason why we bring the packing list back into the office is because we use it to pack, it has all the quantity notations and in house notes on it. If anything is backordered it is written here with the quantities etc...
      Neal Catapano
      Grand Pooh Bah
      TheWarStore.com

      Comment


        #4
        So in other words if the invoice showed quantity ordered rather than quantity shipped you would be happy with the system as it is.

        You can change the reports with crystal reports (use version 8.5) or ask for a quote from the report developers on this forum
        (there are at least three of us on here).

        Alternatively you could mark all of the orders as shipped and then unship any that have problems and the current invoice would work.

        Regards,
        Jan Strassen, Mole End

        Comment


          #5
          Packing List Pricing

          Have just upgraded a client to business 6, from version 3, and the packing list now does not show a price. Cannot find out where to make this show a price. can you help please. It used to show a price on V3
          Thanks

          Comment


            #6
            The price was taken off in V4 or V5, if you print the invoice report this has similar details and does have a price.

            Regards,
            Jan Strassen, Mole End

            Comment


              #7
              Many Thanks Jan

              Keith Reynolds

              Comment

              Working...
              X