How can I Select which Logistics Jobs to Invoice?
From Catalyst
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Summary
This article will guide you through selecting logistics jobs to invoice out rather than invoice all jobs within a search Category.
More Information
As we all know it is possible to select an account and a status for jobs that we wish to invoice off in "Logistics Management", but sometimes you need to be more specific and only invoice out particular jobs.
In order to be more selective when invoicing out your logistics Jobs you will need to go to " Logistics Management Invoice Production".
- On the "Account :" enter the 'customer' account code if known or search for the customer,that you wish to produce an invoice for.
- On the "Invoice Date :" enter in a 'date' to be printed on the invoice produced. This date will also be stored on accounting records as the date of the transaction.
- On the "Job Status :" enter the 'status' for the Jobs you want to be able to select from.
 | Remember: To enter any discount if being given, or enter in a negative discount if you are wanting to add a Fuel Surcharge. |
- Press <F5> which will now pull up a list of the jobs that fall into the criteria you selected above. It will show the 'Date' of the Jobs, 'Job No.', 'Deliver' address and 'Nett' price of the job.
- *To select the jobs to invoice, <arrow Key down(↓)> the list of jobs.
- *Press <F5> to tag the Job or click [Tag] at the bottom of the screen.
- Once you have selected 'All the jobs you wish to include on the invoice press <F2> to produce the invoice.
 | To check the invoice thoroughly and make sure you are happy with the results, before clicking [Accept] to complete the process and file the invoice on the system. |
See Also
- How do I Find a Customer?
- How do I Add/Edit a Job Status?
- How do I Add a Fuel Surcharge To Logistics Invoices?
- Entering Logistics Management Jobs
- Invoicing Logistics Jobs
