Invoice a List of Jobs |
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The choices for batch invoicing are:
For example, if you select Customer as the type to group by, when running a list of jobs for that customer, all will be invoiced on the one invoice. Similarly, if Ship, Project, etc. is chosen, all jobs for that type will be on the one invoice to the customer.
1.Open the customer cardfile and go to the Customer tab at the bottom of the cardfile. In the Batch Inv. Group by, select Customer. 2.Choose the way to send invoices. 3.Go to the Reports tab at the bottom of the cardfile form and ensure the correct invoice report has been selected. This may be set to <Use Default>, so it is best to check what is set in Tools > Options > Job > Invoice first. Jim2 determines which invoice format to use first via the customer cardfile. If it is set to <Use Default>, it will then fall back to what has been selected in Options. The Job List can be used to group jobs belonging to one or several customers, and produce one invoice per customer containing many jobs. This is particularly useful when: ▪processing high volumes of jobs for those customers and producing one invoice containing all finished jobs, instead of individual invoices ▪jobs need to be invoiced containing a specific Cust Ref# or Item# together so all jobs can be included on the one invoice.
Invoice Multiple Jobs
1.To invoice multiple jobs for one (or several) customers, create a job list. 2.To filter a search for a single customer – enter the customer's code in the Cust# field, choose any other relevant search criteria that meets the invoice requirement (for example, Cust Ref#) and untick Active and Finish in the job list, leaving Ready ticked. For multiple customers, untick Active and Finish in the Job List, choose any other relevant search criteria, but leave the Cust# field blank. 3.The job list can help to filter jobs that meet the above criteria. Choose the search fields that meet that need.
3.Do not set a refresh time at the bottom of the list, as you cannot invoice from a live list. Click Run. This will show any current jobs that are ready to be invoiced for that customer (or customers), and the Invoice Job icon will become enabled. 4.Click Invoice Job on the ribbon and it will bring up the Invoice screen for an individual customer, or the Batch Invoicing screen for a list of customers.
For a single customer, the Invoice form will now be updated with default invoice, customer and shipping details.
5.There are a number of options that can be selected in relation to printing/sending invoices. ▪As per cardfile ▪Never ▪Only if Total is not zero ▪Only if Total is not zero and has lines where Total is not Zero. 6.Check all the details are correct and select Invoice. The Batch Invoicing screen will show that the customer has been invoiced at the completion of invoicing.
Batch invoices can be backdated by changing the date when invoicing:
The Direct Debit checkbox is not selectable if a direct debit debtor payment type is set up in Banking Options.
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