Page Comparison

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.

Within each tab you will notice there are sub tabs, each of those sub tabs relate to different invoice categories, simply click on the category you wish to work with and use the page

Historical

Each tab within the historical tab will take you to a different invoice category.

Examples of the screens are shown in the expansion boxes below :

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title Transport

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title Stock Transaction
In this tab the screens are further split into goods inwards and goods outwards

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title Stock Storage

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title Stock Storage

Outstanding

When you enter the outstanding tab you will notice that you are provided with sub tabs which are all listed per invoice category, all of these work in a similar way and the operate the same way the main system prepares invoices except this would be for a single customer.

The section will shows all the current uninvoiced transactions.

Examples of each screen are in the expansion sections below :

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title Transport
All the date fields will default except the “Up to Delivery Date” which should be reviewed before raising the invoice. Invoice Period will default to Week, this can be changed to: Month / Quarter / Year Note Use this option with care. There is no confirmation when clicking the button. Once clicked the Invoices will be generated

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title Goods Inwards
Set the fields Up to Receipt date - which is the last date you want to include in the invoice Invoice date - the date of invoice then click the Invoice button to generate the invoices. Note Use this option with care. There is no confirmation when clicking the button. Once clicked the invoices will be generated. Image Modified

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title Goods Outward
Use the Movement Date From and To fields to select the date range you want to see Goods Inwards Transactions for, Enter the date you want to see on the invoices when generated and click the Invoice button to generate the invoices. Note Use this option with care. There is no confirmation when clicking the button. Once clicked the invoices will be generated. Image Modified

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title Stock Storage
Review the following fields before searching - Invoice Date/ Posting Date / Up to Date then click the Search button to see the results in the results grid. Click the Invoice Outstanding Charges button to generate the Invoices. Note Use this option with care. There is no confirmation when clicking the button. Once clicked the invoices will be generated. Image Modified

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title Stock Charges
Enter date you want to see Stock Charges Up To, the Date you want to see on the Invoices when generated. Note Use this option with care. There is no confirmation when clicking the button. Once clicked the invoices will be generated. Image Modified

Other Tabs