Order Entry Guide - Billing Orders part 3 of 5
Billing Orders - Order Entry part 3 of 5
Orders can be completed and billed to the customer's AR schedule or invoiced to Point Of Sale as a
suspended ticket for completion. When invoiced to POS the clerk can maintain the ticket the same
as a POS ticket. Reminder, up until the order has been invoiced or closed it can be maintained in
Order Entry for changing items, prices, etc.
Post an order to AR
1. Starting from Inventory Management, select Order Entry if your account is multi-location
select the location that the order is in.
2. When the form opens select the order by entering the id or right clicking ans select List
Open or List Recent.
3. Confirm all information on the order is correct and print a pick list if desired.
4. Click the Post to AR (Green Circle) icon to bill and close the order.
5. If there are back ordered items on the order a prompt will appear stating the back order
number(s) that got created. See Maintaining Backorders for more information.
6. When prompted print the invoice if desired.
7. When prompted, decide if you want to take payment now
i If you select yes, you will be taken to cash receipts to take the payment. The
receipting process is the same taking payment on a customer's account and any
valid payment type including credit cards and payment profiles can be used.
ii If you select no, payment can be made later via cash receipts or point of sale ROA.
8. The order is now invoiced and closed and the form will clear.
___________________________________________________________________________
Invoice an Order to Point of Sale
1. Starting from Inventory Management, select Order Entry if your account is multi-location
select the location that the order is in.
2. When the form opens select the order by entering the id or right clicking ans select List
Open or List Recent.
3. Confirm all information on the order is correct, and print a pick list if desired.
4. Click the Generate Invoice (Green Circle Arrow) icon to generate an invoice for the order.
5. If there are back ordered items on the order a prompt will appear stating the back order
number(s) that got created. See Back orders below.
6. The order is now invoiced to point of sale as a suspended ticket and closed in Order entry
and the form will clear.
7. The suspended ticket can be recalled in POS for completion and payment application.
____________________________________________________________________________
see Pt 2 - OE - Create Quotes and Orders
see Pt 4 - OE - Closing Orders
see Pt 5 - OE - Maintain Back Order
**If at any point you run into any issues, feel free to email [email protected] for assistance.**