Overview
The Select Orders for invoicing screen allows you to select one or more orders to process for invoicing without making changes. In the event that you need or want the option of making changes you will need the edit invoice selections screen. Creating invoices is a two-step process (sometimes three). First you need to select invoices to create through the "Select orders for invoicing" or "edit invoicing selection" screen; they do the same thing except one allows you to make certain changes. Then you will need to create the invoice with the "create invoice screen" and finally print the invoice, which can be done while creating the invoice or as a separate function on the print invoice screen.
Staring an Ending Customer number – Enter the Starting and Ending Order number or press F9 for a list of order numbers, you can also leave blank to process ALL orders
Starting or Ending customer - Enter the Starting and Ending Customer number or press F9 for the Customer Find Screen, you can also leave blank to process invoices from all customers
AR Subledger – You can choose to create invoices for orders under a certain AR subledger
User ID – The create invoice screen is user specific you will need to remove your ID to get all the invoices created.
Include Non-Stocked Items – Non-stocked items do not ship and an item must ship to be invoiced in this screen. Checking this box will over ride that prerequisite for this screen
Click on the Select Orders button and a Select Orders for Invoices Report will display on screen. Press the Print icon to obtain a hard copy for review the system will now ask, "Ok to select orders for invoicing?" If you click on Yes, to select invoicing - the system will tell you the amount of orders that where selected for invoicing. If you click on No, the invoices will not process and changes can still be made
