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Invoicing FAQs

Reasons for electronic Purchase Invoices not completing automatically
These are the reasons that the invoices will not match and complete automatically. There is no particular order to check as such, but all would cause a...
Thu, Aug 15, 2019 at 8:12 AM
Will a customer replacement create another sales invoice?
A customer replacement will create a new purchase order.  When this purchase order has been purchased and receipted in, the item will be available for desp...
Thu, Aug 15, 2019 at 8:12 AM
Invoices not posting to QB
1. Bad email address –  you can’t have multiple or ‘incorrect syntax emails’.  2. Zip code is required (otherwise tax can’t be calculated and...
Wed, Jan 15, 2020 at 1:35 PM
Prepaid lines not coming up to invoice until order fully despatched
If an order is prepaid and only some items have been marked as despatched, you can only search for these invoice lines in the bottom option on Sales Invoice...
Wed, Sep 29, 2021 at 1:30 PM
Auto Invoicing and Schedule
To automatically generate a sales invoice as soon as the sales order is authorized for specific customers: Open Prima and log in as Client Navigate to Co...
Thu, Aug 3, 2023 at 12:21 PM
Invoice Available Lines - First Column - Status Types
A (single support contract invoice) B (merged support contract invoice) I (standard invoice) S (cash sale invoice) T (payment has already been taken on ...
Tue, Mar 1, 2022 at 3:01 PM

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