Invoice Case

1.Select the case you want to invoice by clicking on it in Customer > Cases form.

2.Click on Invoice Case icon.

3.Confirmation will be required, so select Yes when you are asked if you are sure you want to invoice this case.

4.Case is invoiced.

Please Note:

•Status will be changed to Invoiced.

•Invoiced date and Invoiced by fields are populated with the date when the case was invoiced and the user's name that completed the process.

•If Automatically print Invoice when invoicing the Case and Automatically print Shipping Label  when invoicing the Case options were checked in Administrator > Settings  or   on Home Page > General > Case Options > Case Invoicing then the Invoice and the shipping label will also be printed.

You can invoice a newly created case as long as you have added at least one product.

1.If you are creating the case you already have it open for edit. If not, then select the case click on Edit Case.

2.Case form will open.

3.Click on Invoice and Totals tab on Cases form

4.Click on Invoice Case.

Invoice tab on Case

Note: On Invoice and Totals tab users may enter notes in Invoice Notes field before Invoicing. These notes will be displayed on Invoice when printed.

5.Select Yes when you are asked if you really want to invoice this case.

6.Case is invoiced.

Note:

•Status will be changed to Invoiced.

•Invoiced date and Invoiced by fields are populated with the date when the case was invoiced and the user's name that completed the process.

•If Automatically print Invoice when invoicing the Case and Automatically print Shipping Label  when invoicing the Case options were checked in Administrator > Settings  or   on Home Page > General > Case Options > Case Invoicing then the Invoice and the shipping label will also be printed.

➢Changes made in grid:

1.Status is set to Invoiced  

2.Invoice Date is populated with the date of when the case was invoiced

3.Invoiced By field is populated with the user that invoiced the case.

➢Changes made on the case:

Open the case for edit (click the Edit Case button) and click on Invoice & Totals tab.

Invoiced Case

1.First you should notice that the case cannot be edited anymore. Details of an invoiced case cannot be updated and the Save & Close button is disabled.

2.Invoice Date field is populated with the date that the case was invoiced.

3.Several fields are displayed with money amounts. These values are calculated as following:

•Taxable Amount is calculated as a sum of the Sub totals of each product that is Taxable if there is a Tax set in Customer Settings >Taxes form. To set the Taxable option to a product you have to go to the Products form, select the product you need and check the Taxable option.

Please Note: If there is no Tax set in Customer Settings >Taxes form, then this field will have value 0 and the Sub Totals of all the Taxable products will be added to the Non Taxable Amount value.

•Non Taxable Amount is the sum of the Sub totals of each product that is not Taxable.

•Sales Discount represents the total discount value applied to all the products that have a discount.

•Remake Discount is the sum of the remakes applied to all products.

•Total Tax represents the tax value applied to the Taxable Amount. If a Tax is set for the customer in Customer Settings >Taxes form, then the Total tax is the tax applied to this case.

Please Note: The tax is not applied to Non Taxable products.

•Total Charge is the sum of the Taxable Amount, the Non Taxable Amount and the Total Tax values

•Payment & Credits will be updated once a payment is posted for this case

•WriteOffs displays the writeoff amount applied to this case

•Balance is the value remained to be paid (Total Charge - Payment and Credit - Writeoffs)

4.PO Number shows the Purchase Order set to this case if there is any.

5.The UnInvoice Case button will allow you to uninvoice this case after it was invoiced.