Invoicing Listing Workspace

Use this workspace to view a list of sales orders that are ready to be invoiced but have not yet been invoiced.

In the Invoicing Listing tab you specify the target group of orders, customers, and departments. The Sales Orders sub-tab displays the sales orders that are ready to be invoiced. You can determine the invoice date for each delivery.

When you open this workspace, the Sales Orders sub-tab displays all of the noninvoiced sales orders for which there have been deliveries. If you limit the target group in the Invoicing Listing tab, the Sales Orders sub-tab displays only the target group sales orders. Sales orders for which you have printed a packing slip after you open this workspace are not displayed here; however, Maconomy includes them in the invoicing if you select the Batch Invoice field in the Sales Orders workspace.

In the Sales Orders workspace, you can create and print an invoice immediately after you create a sales order, using the Print Invoice action. This enables you to give quick service, if the customer collects the items personally and requires an invoice.

If you create many sales orders daily and perform as many deliveries, it is convenient to invoice all of the sales orders in one operation, once a day. Use the Print Invoice workspace to do this. Before you begin a batch invoicing, it is useful to go through the sales orders to make sure that you do not invoice any by mistake. You do that in this workspace, where you can select the sales orders to invoice in the Print Invoice workspace.

If you are invoicing the sales order in the Job Cost module, it does not appear in this workspace.