How can I Select which Logistics Jobs to Invoice?
From Catalyst
Summary
This article will guide you through selecting logistics jobs to invoice rather than invoice all jobs of a particular status.
More Information
As we all know it is possible to select an account and a status for jobs that we wish to invoice in Logistics Management, but sometimes you need to be more specific and only invoice particular jobs.
Go to " Logistics Management Invoice Production".
- On the "Account :" enter the 'customer' account code if known or search for the customer for whom you wish to produce an invoice.
- On the "Invoice Date :" enter the '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.
 | 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 pulls up a list of the jobs that fall into the criteria you selected above. It will show the 'Date', 'Job No.', 'Deliver' address and 'Nett' price of the jobs.
- To select the jobs to invoice, move the cursor to point at the relevant jobs and press <F5> to tag the job or click [Tag] at the bottom of the screen. Repeat for all the jobs that you want to invoice.
- Press <F2> to produce the invoice when you have tagged all the jobs.
 | Remember: 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
- How do I Include Specific Tickets on an Invoice?
