Invoicing Customer Orders

Invoicing Customer Orders

With the "Invoice Customer Orders" app, you can invoice all open orders in one go.

For example, at the end of the month, you can use this to process and send all outstanding orders in one go.

1. Go to the App Store
   
   

2. Search for and open the “Invoice Customer Orders”
   
   app

3. Click “Check Invoice Run”
   
   in the top-right corner

4. You’ll now see all orders that can be invoiced. To get the right selection of orders, you’ll want to apply filters. Tap “Filters”
   
   
   on the right

5. Here you can set your own filters. At the top, you’ll find quick filters (e.g., “Last month”). You can also enter a custom date range:
   

6. Click “Apply” in the bottom right corner when you’re
   done

7. Before we create the invoices, we need to set the invoice date correctly. You can do this using the “Invoice Date: [date]”
   
   
   button

8. Select the correct date and click “OK”

9. You should now have the correct selection of orders in front of you, and the invoice date should be set.

10. By checking the box “Send invoices (@) during the run,” you can choose whether you also want to send the invoices via Storekeeper. If you leave this box unchecked, Storekeeper will only generate invoices; it will not send them.
    

11. To generate (and send) the invoices, click “Generate invoices for all customers” and then “OK.”
    

12. The invoices will now be created (and sent)!