Issue invoices in bulk using a deviating method

You can also use the Output wizard to issue invoices in bulk using a deviating method. You would do this, for example, if you have created a different invoice report because of a promotion and this week you want to use the deviating report instead of the default report.

The following applies to the selected invoices:

• You can e-mail all of them as PDF and/or as e-invoice or print them all;
• You can send them using a specific deviating report;
• You can e-mail them using a deviating message template;
• Save all of them in the dossiers of the contacts or do not save them.

Also after issuing invoices via the Output wizard using a deviating issue method, the lines are set to 'Completely processed'.

If you also want to use the Output wizard to e-mail the credit invoices, you must have allowed this in the settings.

To issue invoices in a deviating manner using the Output wizard:

1. Go to:
   • Order Management / Sales process / Invoice
   • Subscriptions / Invoicing / Pro forma invoices
   • Projects / Invoicing / Invoices
   • CRM / Course management / Invoicing / Invoices.
2. Select the lines:
   1. Click on: Select.
   2. Select Select lines (Ctrl+S).

      

   3. Select the lines one by one (or press Ctrl+A to select all lines at the same time).
3. Click on the action: Output.
4. If necessary, select the Only process [quotations/orders/receipts/packing slips/invoices etc.] that have not yet been processed check box to process those lines that have not yet been printed/e-mailed.

   Note:

   Normally a quotation etc. is completely processed if it has been issued according to the method indicated in Preferred issue method for the sales contact. If you use the Output wizard to process a line with Different issue selected, the line is also marked as Completely processed.

5. If applicable, select a different printer.
6. If applicable, select a different printer drawer.
7. Select the Different issue check box.
8. Select the deviating issue method which will be the same for all selected lines, namely: Print, Print and e-mail PDF or E-mail PDF. For invoices, you also have the E-mail e-invoice + PDF option.
9. Select a deviating report (other than that set in the sales/purchase contact profile).
10. If you have selected one of the e-mail options as deviating issue method, then select a message template.
11. Complete the other fields, if applicable.
12. Click on: Next.

    You now see an overview of the lines that will be issued and how this will be done.

13. If you want to see what the report looks like, select a line with Print as the issue method and click on the Print preview action.
14. Select a line with the E-mail issue method and click on the E-mail preview action.
15. Close the preview.
16. Click on: Finish.
17. In the message, click on OK to confirm that the processing is complete.

    If you have added the Printed, Dossier, Mailed and Compl. proc. (completely processed) check boxes to the view, you see that the check boxes for the issue methods that you have chosen are selected.

18. If you have just printed lines and you are working with the Queue function, then you must now complete the print task.

    Note:

    You can only e-mail a report once using the Output wizard. The check box in the Mailed column is then also selected. The line is never e-mailed a second time via the Output wizard; however, a line that has been e-mailed may be shown again because it has another processing method.

    You can still e-mail a report manually using the E-mail action (one at a time).