Club Multiple Orders in one Invoice

Overview

Surf Accounts allows you to add multiple quotes and orders to create a new invoice against a customer.

Generating Invoice using Multiple Quotes and Orders

To add multiple quotes and orders in an invoice, go to Accounts tab. Select Invoice/ Credit Notes.

Add a Detailed Invoice. The following page appears. Select the Customer from the customer look up. Click on the Quotes / Orders Look up. The list of quotes and orders raised against the customer appears in the quotes / orders lookup. Select the appropriate records you wish to add in the invoice and click on save. 

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 The Quotes/ S.O. No field in Sales Invoice displays the quotes no/ order no you have selected. The details of the quotes / orders appear in the product details sequentially. You can add / edit product lines to create the new Invoice. Save the invoice.

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