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Generating and storing invoices
Generating and storing invoices
If you have debtors that require invoices to be sent in addition to statements, you can generate and store the invoices in a similar fashion to statements.
Generating invoices
To generate invoices:
- Select Debtors > Debtor Statements... from the Synergetic main menu.
- Either generate a new statement run, or select an existing statement run. See Generating debtor statements.
- Store the statements in the database. See Storing statements in the database.
- Click
The following window is displayed. . - Click
The invoices are created. You can view the PDF of all invoices by clicking . .
Storing invoices
To store invoices individually in the database:
- Select Debtors > Debtor Statements... from the Synergetic main menu.
- Either generate a new statement run, or select an existing statement run. See Generating debtor statements.
- Store the statements in the database. See Storing statements in the database.
- Generate the invoices.
- Click .
- The following window is displayed.
- Click
The invoices are unstitched and stored in the database. You can view individual invoices by clicking . See Viewing stored statements. .
, multiple selections available,
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