Create Invoice (E-Payment)[MIGRATED]

Migrated to http://wavelet.asia/customer-portal/2011/05/04/create-invoice-e-payment/
  • E-Payment > Tasks > Create Invoice
  • This function is used to create multiple Invoice of the same amount and item quantity for multiple customers. This is usually for users who need to issue Invoices every month to the same customers with the same amount.
  • Select a Branch and enter the Invoice Date.
  • On the Actions field, you can either select a item, package or pseudo:
    • Item - click here to learn on how to add item to the inventory list.
    • Package - consists of a set of items as specified by the Bill of Material (BOM) in the inventory module.
    • Pseudo - fake code or nick name of a product.
  • Enter the item code, click 'Submit'.

  • The details of the item will pop up on the screen.
  • Enter the quantity and optional details.
  • Click 'Submit'.
  • The selected item will be added to the Invoice.

  • Select customers from the customer listing, only customer that has to pay for monthly fees can be selected. The amount for monthly fees can be entered in the create customer account or edit customer account.
  • The drop down list contains the options of how the users want the customer list to be ordered:
    • Name
    • Pkid
    • Monthly Fees
  • Click 'Get List With Monthly Fees'. The customer list will appear at the bottom. The system will warn the user if the monthly fees of the customer is not tally with the Invoice amount. User will not be able to issue an Invoice to customer if the Invoice amount is different from the monthly fees.
  • Tick on the check box in the last column to select customers that the users want to invoice.
  • Click 'Confirm & Save'.