We’ve introduced a new Bulk/Batch Invoicing function to streamline abnormal invoicing scenarios that fall outside the standard pick/pack/despatch workflow.

Where to Access

The Sales Ordering – Bulk/Batch Invoicing screen can be accessed from the following:

•Sales Order Management Dashboard

•Global Customer Enquiry – Outstanding Sales Orders

•Global Inventory Enquiry – Outstanding Sales Orders

Simply highlight one or more sales orders, click the More Options button, and select Batch Invoice Sales Orders.

Note: Invoice date can only be changed when the user has been granted access to one or more of the below permissions.  

 

Intended Use

This feature is designed for use in exceptional cases where users need to invoice orders in bulk outside of the regular pick/pack/despatch process.

 

Orders That Will Be Skipped

The system will automatically exclude any sales orders that meet the following criteria:

•Orders already on a picking run

•Orders on credit hold

•Orders where the customers or customer's statement accounts are marked as CLOSED, LEGAL, STOP, or HOLD

•Quotes or cancelled sales orders

•Orders with no invoicable lines

•Orders requiring serial numbers, gift voucher references or membership numbers

•Orders on a manifest awaiting a delivery docket to be produced or an invoice to be produced from the delivery docket

•BOM component sales orders

•Service job request sales orders

 

Please refer to Sales Order Management Dashboard or Global Customer Enquiry – Outstanding Sales Orders or Global Inventory Enquiry – Outstanding Sales Orders for more information.