What this screen is for
Turning a period's deliveries into bills. You choose a date range, and the screen totals what each customer actually received over it and shows the amount that would be invoiced. Generating creates those invoices as drafts, so they can be checked before anything is issued to a customer.
When to use it
Run it at the end of whatever cycle you bill on — fortnightly, monthly — and only once the daily logs for that period are complete. The delivered quantity is the only thing that decides the amount, so billing a period before the last day has been entered will quietly undercharge.
What you see on this screen
Five preset buttons set the period in one click: This Week, Last 14 days, This Month, Last month and This quarter. Beneath them are From and To date boxes, a Preview button and Generate Draft Invoices.
Preview fills the table below. Its heading names the range, how many customers have unbilled deliveries in it, and the grand total. Each row then shows:
- Customer — who will be invoiced.
- Items — each line spelled out as product, quantity, rate and amount, so the arithmetic behind the total is on screen rather than implied.
- Amount — what that customer would be invoiced.
Only deliveries that have not already been billed appear. Running the same period twice will not bill it twice.
Filters and actions
Preview is safe and changes nothing. Generate Draft Invoices is the one that writes, and it asks first: the confirmation names how many invoices, the date range and the total, and states that drafts post nothing to the ledger. They become real documents only when you issue them from the invoice list.
A period with nothing to bill says so rather than offering an empty generate.
Related
- Daily Delivery Log
- Delivery Summary
- Sales Invoices