Generating multiple invoices
Menu path
Invoice ➔ Entries
➔ Invoices
Introduction
You can create multiple invoices simultaneously with exactly the same details
as an unprocessed invoice. You can generate invoice(s) with exactly the same
details as the selected invoice to different customers, but not to the customer
that the selected invoice belongs to. Also, you can only generate multiple
invoices based on invoices that have not been processed in the final form.
What version are you using?
The information in this document is applicable to product update 390 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I generate multiple invoices?
- In the Invoice / Entries / Invoices screen, click Multiple.
The Generate invoice screen will be displayed.
- In the Invoices section at Invoice code and Seq.
no, type or select the invoice code and the sequence number respectively
for the invoices.
- Click Refresh.
- Select the invoice(s) that you want to generate multiple copies of.
- Click Generate. A confirmation message will be displayed once the
invoice(s) have been successfully generated.
- Click OK.
Fields
Invoices section
Invoice code
Type or select the invoice code for the new invoice(s) that will be
generated. This information is mandatory.
Note: If you have selected an invoice to be copied before clicking
Multiple at Invoice ? Entries
? Invoices, this field will automatically be filled with the invoice code
of the selected invoice.
Seq. no.
This refers to sequence number. Type or select the sequence number of the
invoice to specify the invoice that is to be copied. This is mandatory.
Note: If you have selected an invoice to be copied before clicking
Multiple at Invoice ? Entries
? Invoices, this field will automatically be filled with the sequence
number of the selected invoice.
Debtor
This displays the debtor that the invoice with the sequence number defined in
Seq. no. belongs to. This information cannot be edited.
Filter section
Debtor, to
Type or select the ID of the debtor or a range of IDs of debtors to display
only the selected debtor(s). By default, the All check box is selected to
display all debtors.
Classifications
Type or select the classification to display debtors with the selected
classification.
Sector
Type or select the code or the sector to display debtors belonging to the
selected sector.
Country
Type or select the country code or name of the country to display debtors in
the selected country.
State
Type or select the code or the state to display debtors in the selected
state.
City
Type or select the city to display debtors in the selected city.
Postcode
Type or select the postcode to display debtors in the selected postcode.
Selection code
Type or select the selection code to display the debtors with the selected
selection code.
Debtor account
Type or select the general ledger account number to display the debtor
account.
Status
Select the status to display debtors with the selected
status. By default, All is selected to display debtors with any status.
Other options available are:
- Active
- Passive
- Pilot
- Blocked
- Reference
- Inactive
Buttons
Refresh
Click this to display the debtors based on the
defined criteria.
Generate
Click this to generate unprocessed invoice(s)
based on the selected invoice.
Close
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
13.758.490 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
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Attachment: |
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| Disclaimer |