Invoicing : Prima Edge Inc

Sales invoicing process

Batch Processing

Purchase Invoices

Sales & Purchase Credits

Task 1

Task 2

he Batch Process facility allows invoices to be sent to customers using company default settings.

To Set Company Defaults

To set the default medium, go to the company record>Customer Tab>Invoice/Credit Medium> Set this to Email if you require the invoice to be sent via email or set to Letter if you require an invoice to be printed off.

If a different report layout is to be sent to the customer other than the main sales invoice report e.g. consolidated invoice report then set the default report for the company. To do this go to the company record main tab> click Default Reports> Select from the list within the Sales Invoice Report>Save and Close.

Create the invoices as per your company invoice procedure.
Complete the invoices.
Once Complete, click on the Batch Process icon.
The pop up will display all of the records it is going to action, P is Print and M is email. You can view the report at this point by clicking View Report.
Check the settings in the Grid and click Start Jobs when ready.
For efficiency tick Close Form After All Jobs Completed Successfully

You can edit any of the customer default setting before you click Start Jobs. To do this cancel the Batch Process and edit as required. The invoices will still show in Batch Process until the job is started or the invoices have been marked as printed via another module.

For Batch Processing to work, the system key in Administration needs to be initially set. To do this go to the Administration Module > System Keys > Report System Keys > Auto-Send Emailed Reports where To Address is populated ( from Lookups Only) > Set to Y.

Task 3

Task 4

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Prima Edge Inc

Invoicing Print

To Set Company Defaults

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