issuing_goods:issuing_goods_customer_invoice

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issuing_goods:issuing_goods_customer_invoice [2024/11/04 15:54] – [Editing an invoice line] Gary Willettsissuing_goods:issuing_goods_customer_invoice [2025/03/28 15:18] (current) – [Box management and label printing] Gary Willetts
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 {{indexmenu_n>10}} {{indexmenu_n>10}}
 ====== 8.01. Issuing goods to a customer (customer invoices) ====== ====== 8.01. Issuing goods to a customer (customer invoices) ======
-===== Creating a new invoice =====+===== Creating a new Customer Invoice =====
 Choose //Customer > New invoice// from the menus.  A window like this will open: Choose //Customer > New invoice// from the menus.  A window like this will open:
  
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 If the //Finalize// checkbox is checked but dimmed out, it means that //File>Preferences>Invoices 2>Finalize customer invoices automatically// is checked and all confirmed invoices will be finalised whether you like it or not! If the //Finalize// checkbox is checked but dimmed out, it means that //File>Preferences>Invoices 2>Finalize customer invoices automatically// is checked and all confirmed invoices will be finalised whether you like it or not!
 </WRAP> </WRAP>
-=== OK & Next=== 
  
-The //OK & Next// button saves the changes you have made and exits the window. You are given the opportunity to print if the //Print// checkbox is ticked. 
  
 === Delete === === Delete ===
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 === OK === === OK ===
- 
 The //OK// button saves the changes you have made and exits the window. You are given the opportunity to print if the //Print// checkbox is ticked. The //OK// button saves the changes you have made and exits the window. You are given the opportunity to print if the //Print// checkbox is ticked.
 +
 +**PLEASE NOTE:** Before the window is closed, a check is made that none of the stock being issued on the invoice was received before the invoice was confirmed. If this condition is encountered, an alert will inform you that you must choose another line of stock or change the confirmed date of the invoice. This condition is only possible if the //Allow confirm date to be edited on invoices// preference (see the [[preferences:invoices#allow_entry_of_dates_on_invoices|15.03. Invoice preferences]] page for details) is, or has been, turned on. 
 +
 +=== OK & Next===
 +The //OK & Next// button does the same as the //OK// button but it then opens the next customer invoice in the list, if this one was opened from a list. If there is no next invoice, or you've reached the end of tha list then the window just closes, exactly the same as if the //OK// button had been clicked.
  
 === Printing the invoice === === Printing the invoice ===
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 For full details about this feature see the [[issuing_goods:boxes]] page. For full details about this feature see the [[issuing_goods:boxes]] page.
  
-This is an example of a box label printed from a normal A4 paper printer:+The **Print labels** button at the bottom of the page will enable you to print labels from a label printer to stick on the packaging. When you click on the button, a list of the available formats will be shown; simply click on the one you want and the appropriate label will be printed from your label printer. Don't forget to set up your label printer first! See the [[dispensing:printer_setup]] page for details. 
 + 
 +You can also have box labels printed automatically from an A4 paper printer: this is an example of such a box label:
  
 {{ :issuing_goods:iss_goods2_label.png?600 }} {{ :issuing_goods:iss_goods2_label.png?600 }}
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 In the //Quan// field, you can enter any number greater than zero. In the //Quan// field, you can enter any number greater than zero.
 +
 +If you want to enter directions or notes for customer invoice lines (that will be printed after each line when you print it out) then you can turn these on in the preferences. See the [[preferences:invoices#show_notes_in_store|16.03. Invoice preferences]] page for details.
  
 <WRAP center round tip 95%> <WRAP center round tip 95%>
  • Last modified: 2024/11/04 15:54
  • by Gary Willetts