Issue Invoices

Enterprise & Corporate Edition Only

To access this operation go to the customers area and from the menu select Tools|Issue Invoices.

Use this utility to generate invoices based on other transactions in your system. Possible uses include:

• Credits and discounts based on customer performance

• Delivery fees and special charges

• Stock Issues

Task

The name of the invoicing task to execute.

Invoicing tasks are created using the CAPITAL Business Script (CBS) programming language, included with the CAPITAL suite of applications. For more information on creating your invoicing scripts consult the topic: Invoice Creation Hook.

Batch

Invoice All

All transactions found between the specified date range will be considered for processing.

Invoice Selected

Only transactions meeting the selection criteria (see below) will be considered for processing.

Remove Invoices

If this option is selected all transactions created by the Issue Invoice Utility between the specified date range will be removed from the system.

Non-Invoicing

If this option is selected, the invoice generation utility will process a database file other than the default invoice file. For more information on this option consult the topic: Invoice Creation Hook.

Filters

Transaction Type

Transactions within the specified date range must be of this transaction type in order to be considered for billing. This option does not apply unless Invoice Selected has been chosen.

Account Code

Enter a specific account code or click on to select from a list if you wish to issue invoices to only one account. This option does not apply unless Invoice Selected has been chosen.

Category

Enter an account category to issue invoices to, or leave blank for all accounts. This option does not apply unless Invoice Selected has been chosen.

From Date

Enter the first date to consider for processing.

To Date

Enter the last date to consider for processing.

Invoice Issue Date

The date of issue of all invoices.

Transaction No

The transaction number of the invoice. If not specified, CAPITAL will use the next available transaction number.

For more information on setting up transaction numbers for transaction types see: Transaction Number Sequence Setup.

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Related Topics:

Customers

Invoicing

Invoice Creation Hook

Issue Penalties

Scripting Hooks

Script Programming