SALES ORDERS - Batch Invoicing

Print a Customer invoice from a Sales Order without posting to Inventory, AR and GL, then Batch and Post at a later time. 

see also Sales Orders - Post Invoice

• activate - Edit > Company Settings > Sales Orders > Order Invoicing - select Batch Invoicing

• new columns will appear in the Sales Order List Invoice No., Batch No.  

• print Invoice
  • from Sales Order List select Sales Order(s) or - double-click a Sales Order to open it

    click on  Invoice

•  access Batches
  • Sales Text Menu 

             

• • Sales Order List

           

 Create Batch

• select to Create New Batch or Add
   To Existing (select the Batch No you want to add to)

• choose for Selected Orders or all Closed (Invoiced) Orders
• option to choose Invoice Date of Closed (Invoiced) Orders
• select Reports to print
  •   Print Batch Report
  • Trial Posting Report
• option to Post Batch right away or leave to Post at a later time
• click Okay

View Batch List to see previously created Batches

• Refresh to load any invoice Batches that may have been entered since the last Refresh and which may not be displayed 
• Batches List Filters / Search / Customization - see Sales Orders List Filters
• Export the selected Batch(es) in Excel or CSV format
• Print from list of related reports for the Batch(es) selected 
• Trial Posting will print the Trial Post Transactions report for the Batch(es) selected showing how the posting will affect the General Ledger once it's Posted
• Post the selected Batch to Inventory, Accounts Receivable, and General Ledger 
• Remove from Batch List to remove the selected Sales Order(s) from the Batch it(they) was (were) originally processed into
  • option to   Reopen Order selected to enable editing - User Settings permitting (Edit > User Settings > Sales Orders - Reopen Closed/Processed/Shipped Orders