Alternate Dispatch/Invoice Workflow for Small Companies


Invoice and Dispatch from WIP:

Select the Job to Begin [1]

Select the Invoice Tab [2]

Click the Invoice Button [3]

In the Create Docket dialog click yes to create a new Dispatch Docket

Now enter the Quantity [1] if different from what was predicted

Select the courier company [2]

Enter the consignment note details [3]

Select 'Yes' to remove from WIP [4]

Click Next [5] to continue

The docket will be created along with the invoice.

You can view and print/email the invoice from the Invoice Tab by clicking on the Invoice Number.

You can view and print the Despatch Docket from the Files/Despatch Tab by clicking on the Docket Number.


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