Invoice Periods

This screen deals with the Invoice Generation option of ‘Period’.

This is when the actual dates are only set at short notice (or where you want to run a 4/4/5 week rotation).

In these instances, you need to set the date prior to each invoice generation.

You have several options when running Stock Storage Invoices:

Daily
Weekly
Monthly
Quarterly
Annually
Periodically

Enter the new Period Date and click the button with the Plus icon to add it to the list. The list shows all the previous Period Dates.

Invoiced shows Yes if the invoices have been run for that particular period.

The Invoiced column will show No until all outstanding invoices for that Period have been dealt with.

Zero value invoices count as outstanding - so these need to be updated with a value and invoiced (or removed altogether).

The "By Customer" and "By Site" Outstanding Invoice reports can assist with this process.

Amend Data

This screen allows you to modify the raw invoice data, only before invoicing. (You cannot amend already invoiced data).

This is a licensed feature which may not be enabled on your system, for more information please contact the Customer Services Team through the Vision Support Portal.

All the tabs on this screen operate in the same way so we are only showing one.

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Prepare Options

Invoice Periods

Amend Data