The basic sales order for serial invoicing

You can create a series of packing slips and invoices for a selected group of sales contacts. Serial invoicing is used, for example, by schools for collecting tuition fees. You do this using a basic sales order.

Contents
Description

You can use a basic sales order for generating a series of invoices. First, you make a selection of sales contacts. You then link this selection to the basic order.

You can then use an action to create packing slips and invoices from the selected basic order. At this point, it is still possible for you to remove sales contacts from the selection.

Preparation
  • Activate serial invoicing

    Before you can make use of the generation of serial invoices, you must first activate the Serial invoicing functionality.

  • Action authorisation

    You can ensure that not all users can generate serial invoices.

  • Change the basic sales order entry layout

    If you want to use serial invoicing using the basic sales order, you need to add the Serial invoicing selection and Processing method fields to the entry layout. You must include the field Processing method in the entry layout header. The value of the field must be Serial invoicing.

  • Create selections

    You must create selections of the sales contacts that you can link to the basic order.

Procedure

Directly to

  1. Basic sales order
  2. Add a basic sales order
  3. Copy order lines to a new basic sales order
  4. View a basic sales order
  5. Redetermine the basic sales order prices
  6. Change basic sales orders collectively
  7. Copy a basic sales order with general custom fields
  8. Sales_Afroeporder inrichten
  9. Serial invoicing