Why:

When an order is completed, if enabled within your market, the invoice can be ‘batched’ for printing locally at a later date or sent to a third party supplier for printing and mailing.

This method of invoicing is usually used by larger dealers when all the invoices are printed or transmitted at the end of the day.

 

Where:

From the Workshop Order View or Vehicle Order View, select Actions > Batch Invoicing.

From the Parts Order View, select Parts Batch Invoicing. This will display a Parts Batch Invoicing window.

 

How to Perform Batch Invoicing:

When a workshop order is completed and you request for the invoice to be printed, you are given the option of printing ‘Online’ or ‘Batch’. Select ‘Batch’, then when you’re ready to print all batched workshop invoices, select Actions > Batch Invoicing (from the workshop order view). This will then print or transmit all invoices that have been previously batched.

For part orders, input the required details within the Parts Batch Invoicing window. The system will then print invoices for any parts orders that have a status of ‘Delivered’.

 

What else would you like to do?

Invoicing a Vehicle Order.

Invoicing a Workshop Order.

 

Related Topics:

Customer Point of Sale Details.

 

Set up:

As above, parameter INV 151 conditions the print sequence for batch invoicing.

Parameter INV155 along with XML003/XML004/XML006/XML007/XML008 and XML009 control the Bureau invoicing process.