Invoicing for the customer takes place automatically. This means that the creation of the invoice is triggered as soon as the purchase order is sent to the customer or the order status changes to “Dispatch”.
If you want to create an invoice manually, please go to the backend area “Production” – “Track” – “Payment” – “Invoice” – “Create Invoice with this position”.
Change the delivery date (“edit delivery date”) as well as the invoice date (“edit invoice date”) and click the “save” button. Then click the “back” button and then the “create” button. The invoice is generated and a PDF document is created. Select “open” or “save”.
To send the invoice by e-mail, click on the “track” button. This returns you to the details of the order. Then click the “send” link. An e-mail with the invoice PDF in the appendix will be sent to your customer. The shipping status of the e-mail is displayed under the item “Mailtracking”.
Note
To check the shipping status “sent” within the mailtracking, you leave the order detail view and call the order again via “Track”. Do not update the job detail view by pressing the F5 key.