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Trying to find some confirmation on advance instant invoices.  

 

I want to add an ‘invoice’ onto the customers account which doesn’t hit P&L etc and is only to track sales during month until the monthly invoice run is processed.  The reason being that they pay us a value each week against sales but we can’t track this against sales until the invoice is raised.

 

I’m wondering if I can raise an advance instant invoice to track what they owe against payments on account in lieu of invoice being raised at end of month

Hello-

 

Have you tried the collective invoice process?

 

Best-

Christy

Hello-

 

Have you tried the collective invoice process?

 

Best-

Christy

No, what is that?

Hello-

 

There is a setting on the customer that allows for collective invoices:

 

A collective invoice can be set to invoice ‘collectively’ at certain increments.  The setup is very straightforward.  It is very easy to use.

 

Best-

Christy

Have you used Parked Payment?

 

 

You can parked the customer payments and when invoicing comes, you can make an offset on the parked payment with the actual invoice. 

Hello-

 

There is a setting on the customer that allows for collective invoices:

 

A collective invoice can be set to invoice ‘collectively’ at certain increments.  The setup is very straightforward.  It is very easy to use.

 

Best-

Christy

Do you have a link to any instructions on how this works and is set up?

Hello, again-

 

I used the help link the first time I set this up.  It worked as it said it would.  If you have specific issues, let me know.

 

Best-

Christy

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