These are combined into a single page as they are very similar in design, historical will show you any invoices already created and outstanding shows you any invoices which could be raised for the customer at the present time.
Historical
Outstanding
Within each tab you will notice there are sub there is a series of tabs, each of those sub tabs relate relates to different invoice categories, simply click on the category you wish to work with and use the page.
Historical
Outstanding
to view.
Historical
Each tab within the historical tab will take you to a different invoice category.
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Load Details | This will load up the lower section of the screen with information about the invoice, generally this is detailed information. |
Show Invoice | Will display the invoice on the screen, you can then print the document or export it in a variety of different formats. |
Accounts Extract | Will provide you a unique extract for the selected invoice where you can then import the single record into your finance system. |
Examples of the screens are shown below:
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In this tab the screens are further split into goods inwards and goods outwards.   |
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Outstanding
When you enter the outstanding tab you will notice that you are provided with a series of tabs for the different invoice types for the selected customer.
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To read more about how the main process works for producing invoices then click this link. |
The section will shows all the current uninvoiced transactions.
Examples of each screen are in the expansion sections below:
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All the date fields will default except the “Up to Delivery Date” which should be reviewed before raising the invoice.
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To load the outstanding invoices you will need to set the following.
Then click the Invoice button to generate the invoices.
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Use the Movement Date From and To fields to select the date range you want to see Goods Outwards transactions for. Enter the date you want to see on the invoices when generated and click the Invoice button to generate the invoices.
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The Invoice Date, Posting Date and Up to date will default to today’s date so please amend these if required. Then click the ‘Search’ button to load the outstanding Storage Charges. Review the results and if they are correct then press the ‘Invoice Outstanding Charges’ to raise the invoice. If your system is set to you will be prompted to create a CSV file, this is just a a summary of the invoice.
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Enter the date you want to Invoice the Stock Charges up to. Also amend the 'Invoice Date' if required.
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You just need to set the Billing Document type to either Invoice or Credit Note, and also the Job Date up to date if required. Then you can load the Jobs. Before pressing the ‘Raise’ button to create the Invoice you can amend the Billing Document date if required.  |
Other Tabs
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