Generate a packing slip after advance payment

After the advance payment order has been invoiced, the Invoiced in advance check box is selected in the sales order properties. You then wait for the sales contact's payment. Profit Financieel journalises the payment of the sales order which results in an outstanding item. The payment is reconciled as soon as it has been received. Reconciliation is possible using a manual entry, by importing a bank statement or by using the 'Reconcile' function. Once the advance payment has been reconciled, the order is released for delivery and you can generate the packing slip.

You can add serial and lot numbers to the packing slip.

To generate a packing slip:

1. Go to: Order Management / Sales process / Packing slip.
2. Generate the packing slip.
3. Report the packing slip as ready. Packing slips that have been reported as ready are completed immediately.

To change a packing slip:

If advance payment has been made and the packing slip generated, you can still make limited changes to the packing slip. This allows you to, for example, decrease the quantity and add text lines. It is no longer possible to add packaging lines to the packing slip. Change the sales order if you want to change more than is possible in the packing slip.

1. Go to: Order Management / Sales process / Packing slip.
2. Open the packing slip properties.
3. If required, change the packing slip.
4. Report the packing slip as ready.

In the case of advance payment, changes in a sales order and/or packing slip are included in a correction invoice. A correction invoice must be generated manually. You can check if a correction invoice is required in the order properties.