Release Invoice Basis for Invoicing

Invoice bases can have status 1-3: (1 = Registered, 2 = Proforma printed, 3 = Pending, blocked for invoicing).

In this example all customers are configured so that the invoice basis automatically gets status 3, i.e. pending, which means that the basis has to be released for invoicing.

Select the Invoice Basis procedure. Double-click on Status to change between 1 à 3 à 1.

Adjustments of Invoice Bases

By right-clicking in the Invoice basis list you can link to the Register Invoices Directly procedure, if the invoice basis has to be completed with e.g. freight or other missing items.

The invoice status can be changed in the invoice header when the adjustments are made. To make complements/adjustments it is of course possible to go straight to the procedure Register invoices directly.

An invoice basis of status 1 (and 2) will then automatically be included when printing invoices. No selections are made but all invoices are printed.

See also:

Invoicing

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