Point of Sale > Utilities > Invoice Tickets

"Tickets" refers to transactions created from the "Open Tickets" or "Advice Notes" (UK) option found in the Point of Sale area. Open Tickets (a.k.a. Advice Notes) affect on-hand quantities immediately but remain available for modification and later invoicing. You can use this feature to invoice a group of open tickets by displaying them in the data grid and choosing which ones to invoice. You can also invoice them individually in the Open Tickets form.

To invoice multiple tickets at once: 

1. From the Main Menu, choose Point of Sale > Utilities > Invoice Tickets to display the Invoice Tickets form.

2. Select the Branch List button to choose the branches you want to include in the search.
Note: If you want to include the Installed Sales tickets in this search process, choose the Include Installed Sales check box.

3. Do one of the following to collect the tickets you want to invoice and display them in the data grid:

• Select Delivery Scheduled to add the tickets that are scheduled for delivery in the data grid.

• Select All Tickets to collect all of the open tickets.
  

4. Choose the Select button.
The Customer Ticket Selection dialog box displays with additional selection tools.

5. Use the By Account, Date Range, by User ID options to further narrow the search for open tickets.
Each selection method has its own criteria form options.
For example, the Date Range function can be used to select a date range based on the entry date of the order (order), delivery date, or the order's expiration date.

The blue box with a check has date presets that users can use to quickly choose a date range for the following choices:

6. When you have selected the search options, choose Accept (ALT-A) to complete the selection process and fill the data grid with tickets that match your search criteria.
You can click or select Cancel (ALT-C) to abort selection and return to the form for changes.

7. In the Inv column, choose the check box for each ticket you want to invoice or use the Menu Marker (if available) to select or deselect all orders displayed in the grid.
Your security settings may affect your ability to view and use the Menu Marker. You can check or clear the boxes if you can prefer, even after you use the Menu Marker option.

8. Choose Process (F12) to generate the invoices.
The application generates an invoice document for each ticket you processed as an invoice. The process form contains print and transmit options and you can disable printing if you need to.