Generate serial invoices

With the generation of the basic sales orders for serial invoicing, the basic order leads to one packing slip reported as ready and one invoice for each sales contact who satisfies the selection criteria.

Note: 

The generation of packing slips and invoices can take some time.

To generate serial invoices:

  1. Go to: Order Management / Sales process / Verkoopbasisorder
  2. Select the basic sales order for which you want to generate invoices.
  3. Start the action Generate serial invoices.
  4. If necessary, select the administration.
  5. If required, change the invoice date. The default is the system date.
  6. Click on: Next. 

    In the view, you see the sales contacts that satisfy the selection criteria.

  7. If required, delete sales contacts.
  8. Click on: Finish. 

Directly to

  1. The basic sales order for serial invoicing
  2. Activate serial invoicing
  3. Action authorisation
  4. Change the basic sales order entry layout
  5. Create selections
  6. Add a basic sales order for serial invoicing
  7. Generate a basic sales order for serial invoicing
  8. Basic sales order
  9. Add a basic sales order
  10. Copy order lines to a new basic sales order
  11. View a basic sales order
  12. Redetermine the basic sales order prices
  13. Change basic sales orders collectively
  14. Copy a basic sales order with general custom fields
  15. Sales_Afroeporder inrichten