In CommerceExpert/WebClerk Invoices can be added in a few ways.
Invoices can be created by: the Invoice menu > Add Invoice
a group of selected Orders
an individual Order
1. Invoice menu > Add Invoice
Select: Invoice menu > Add Invoice
The screen below opens. The Customer defaults to *Over the Counter, this "Customer" is entered with an "*" ( "Shift" "8") so that it remains first on the list of Customers. This method is used for POS Invoices, and eliminates the need to enter a "Customer" record for an over the counter sale.
Completing an Invoice for this purpose is identical to entering an Order.
To add a paymnet to the Invoice at this time, click on the "+" side of the "ADD/ Delta" button. A dialog box opens asking if you wish to "Save this Invoice and Create a Payment". Click "OK". The payment window opens. Enter the type and amount of the payment. If this is a check you enter the check number in the appropriate field and also the Bank Name. If the payment was made by Credit Card. Enter the type of card in the Type Payment Popup, the number in the "Credit Card" field, the expiration date in that field and after running the card the Approval number from the Credit Card Service in the "Approval" field. Click "OK" to save the payment and return to the Invoice.
2. A group of selected Orders
Orders menu > Show Open Orders
This opens an Output Screen of all open Orders and some of there data. Use the Search, Sort and Select features of the program to designate which Orders to work with. See Tech Notes on these features for detailed instructions on those features.
Orders menu > Create Invoices
A dialog box opens informing you that Invoices will be created for all Orders selected, shipping all available Items. If there isn't sufficient quantity of an Item the Invoice will not be created.
A "Status" box will appear at the end of the process to inform you of skipped Orders. Use the "Radio" buttons to view the Output screen to view.
The selected Output screen appears.
3. An individual Order
With Order number 2013 open to it's "General"page, click on the "Invoice" button on the left hand side of the "Order" record. An Invoice is created shipping all available Items.
The Invoice is shown. Click "OK" to save and exit the Invoice, this returns you to the Order, click "OK" again to return to the location from which you entered the Order.