Alternate Dispatch/Invoice Workflow for Small Companies

Follow

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.

 



Have more questions? Submit a request
Powered by Zendesk