How do I invoice multiple jobcards?
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Revision as of 19:45, 4 December 2018 by Charles Allison (talk | contribs)
Contents
Summary
You may choose to issue a single invoice per customer for workshop jobs processed during the month. This article explains how to activate and use this feature.
More Information
The final invoice will need to be printed from the Stock Control - Invoicing & Customer Orders screen.
Configuration
Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings".
- Select Workshop from the "Module" drop down menu.
- At "Search On" enter 'Compress'.
- Click [Search].
- Select "Compressed invoices used" then click [Edit]:
- 'Always' to compress all Workshop Invoices.
- 'Optional' to be given the choice of compressing the invoice when printing a Workshop Invoice.
- The default is 'Never' so you will need to choose one of the above options to activate this feature.
- Click [OK] then click [Done] and [Accept] the changes.
Compile Jobs to be Invoiced
Select the option to print the Workshop invoice as usual, entering the vehicle service information if prompted.
- Either the job will be automatically compressed to a stock invoice or you will be prompted to choose whether you wish to use this method, depending on your system setting.
- If you choose [No] your invoice will be printed as usual.
 | When the job is compressed into the stock invoice, the information shown on the stock invoice will be the 'Job Number' and a total for each category of job item. The 'Description' of the job is not carried across. |
| If the account you are invoicing is a cash sale account, or you have chosen to take payment for the job, you will be unable to compress the invoice to the stock system unless you untick the "Payment" box. |
 | The date, time and user will be stamped into the Job Journal notes for future reference. These can be viewed by pressing <Alt+F8> from within the jobcard. |
Produce Final Invoice
When you are ready to invoice your customer go to " Stock Control/Counter Operations Invoicing & Customer Orders".
- At "Customer", enter or search for the customer's account code.
- The jobs waiting to be invoiced will be listed on screen.
- Click [Invoice].
- Click [Document] to produce the final invoice.
- Check and [Accept] the invoice.
When you receive payment from your customer, please follow this article.
See also
