Invoice once it ships, and close an order short
Choose whether orders are invoiced when they're approved or once they've shipped, and bill only what went when the rest isn't coming.
2 min readUpdated
Under Invoice orders you choose when an order becomes an invoice.
- 1
Choose when to invoice
When approved invoices as before, with shipping on its own track. Once shipped holds the invoice until the order has shipped, been closed short, or been marked as shipped elsewhere.
SettingsInventory & shipping - 2
See what's waiting
An order that's waiting says Waits to ship in the list, and its page says how many units are still to go, with a way through to its shipping.
Pricing - 3
Ship it, or close the rest short
Once the last shipment leaves, the order can go on to posting. If the rest isn't coming, Close short on the order's shipping page.
Fulfilment
What closing short does to the invoice
- Before it's invoiced: the order is billed for what shipped. Lines that shipped nothing drop off, and freight and other charges stay as entered.
- After it's invoiced: the invoice stays as it is. Issue a credit memo for what didn't ship.
Reopen brings a closed order back if the rest ships after all, and billing goes back to the full order. Once an order has been invoiced for what shipped it can't be reopened: ship the rest on a new order, so the invoice and the shipments agree.
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Related
- Inventory & shippingPick, pack and ship ordersApproved orders wait in one queue. Ship all of an order or part of it, with the carrier, tracking, a packing slip and an email to the customer.
- Orders & pricingFrom purchase order to invoiceA customer's order comes in, is checked and approved, priced from their price list, then invoiced.
- Invoicing & getting paidCredits, returns and deductions in disputeIssue a credit memo with its reason, apply it to open invoices, and hold short payments in dispute until they're settled.
- Inventory & shippingInventory: products, locations and stockKeep stock in thruflow alongside the orders it's for: on hand, committed to orders and available, per product and per location.
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