Deliveries and invoicing
A packing delivery sends the packed goods back to the customer. One or more deliveries are then billed together on a normal Fiscal invoice.
Open Packing Jobs›Packing Deliveries, or click Deliver on an open job.
Make a delivery
- Choose the Job. Enter the Delivery address, Vehicle no., Driver and Customer reference if needed.
- For each line, enter Deliver now, or click Deliver all ready. A pack can deliver what is packed and not delivered yet; an extra charge up to its ordered quantity.
- Click Post, or Save as draft.
The price is always the job's price per pack. A delivery moves no stock and posts nothing to the accounts, because the goods are the customer's; the income is posted by the invoice. Print prints the delivery note for the driver and the customer to sign.
Invoice the deliveries
- Click Invoice on a posted delivery, Invoice deliveries on the job, or Invoice in the "Deliveries not invoiced" report.
- Tick the customer's deliveries to bill together (one branch per invoice) and click Create invoice.
- The normal invoice form opens with the customer, the currency, the delivery numbers as the reference, and one line for each pack or charge: the job's invoice item, the pack name, the packs delivered and the price per pack.
- Choose cash or credit, the payment terms and anything else as on any invoice, and save it.
VAT, e-invoicing, payments and customer statements work as for any invoice. You can invoice after each delivery or once a month.
Invoiced deliveries
Saving the invoice links the deliveries to it. An invoiced delivery shows Open invoice and can't be edited or cancelled. If the invoice is cancelled, its deliveries are released and can be invoiced again.
Changing or cancelling a delivery
Until it is invoiced, a posted delivery can be edited or cancelled with a reason. Cancelled packs become ready to deliver again.