Invoice COD Customer Without Taking Payment

Back Top Previous Next

Prior to performing the step below, check that the user has Security rights.

 

On the ribbon, go to Tools > Security > Jobs >Invoice and ensure Change Invoice Date Due is ticked.

 

invoicesecurity

 

A COD invoice requires payment before invoicing. This means that the payment due date on the invoice must be changed (within the Invoice screen), ie. to a future date.

 

invoiceCOD

 

Tip

The word Print will change colour to indicate that the option chosen here differs from what the default is set to on the customer cardfile.

 

printcol

 

Further Information

Add a Late Fee

Apply a Credit Payment When Invoicing

Docket Jobs

Email Invoices

Invoice a List of Jobs

Invoice a Single Job

Invoice Using GL Account

Issue a Proforma Invoice

Personalise an Invoice

Raise a Tax Invoice for Progress Claims

Receive Payments when Invoicing

Reprint an Invoice

NZ Invoices to Handle Billing NZ GST

Unprint an Invoice and Reverse Payment

Find a cancelled invoice