Fast Invoice & Return

Correcting or completing a sales or purchase document normally takes many clicks across orders, invoices and stock. This module adds fast buttons that invoice an order in one step and reverse a linked document quickly. When stock is short the wizard shows requested against available quantities and lets a manager approve invoicing what was actually received or on hand. It connects Sales, Purchase, Inventory and Accounting. Every fast action is written to the document chatter.

1. 1

   Enable the fast options

   Turn on the fast track options in Settings so the buttons appear on orders and invoices.

   • Settings toggles
   • Applies per company
2. 2

   Fast sales invoice

   On a confirmed sales order press the fast invoice button. The system creates the customer invoice for the order in one step.

   • One-click invoice
   • Chatter entry
3. 3

   Fast purchase bill

   On a purchase order press the fast bill button to create the vendor bill for received goods without opening several screens.

   • Bill for received quantities
   • Chatter entry
4. 4

   Stock shortage approval

   If quantities exceed stock, a wizard lists each product with requested quantity, available quantity and what will really be invoiced. The manager approves or returns to the order.

   • Requested vs available
   • Approve or reject
5. 5

   Fast return

   On a posted invoice or bill press the fast return button. It reverses the invoice and the linked stock movements in one action.

   • Reverses invoice and stock
   • Runs after confirmation
6. 6

   Cancel from the order

   Orders also have fast cancel actions for the linked invoice or bill. The result is written to the chatter for audit.

   • Cancel invoice or bill
   • Audit trail

Back to version applications