Overview:

To efficiently manage and generate sales invoices, start by creating a Sales Invoice Plan record, which includes a list of scheduled sales invoice records to be processed by Zumzum Financials. Activate the Sales Invoice Plan by using the drop-down menu next to the Status field. To initiate invoice creation, navigate to the Schedule Sales Invoices tab, select “Ready to Invoice” from the drop-down menu, and click the Go button. This action displays all scheduled sales invoices pending conversion. Choose the invoices to be converted and click the Create Invoice button, which will open the Batch Sales Invoice Job page. Here, you can select specific invoices or all of them and choose to create draft invoices or post invoices as needed. If the account has an assigned billing contact, invoices can be emailed directly from this page.

Generate Scheduled Sales Invoice

1. Generate a Sales Invoice Plan record.
2. Access the Sales Invoice Plan record, where there will be a list of the Scheduled Sales Invoice Records. Each of these are to be used by Zumzum Financials to create a Sales Invoice.
3. Use the drop-down menu next to the field Status to activate the Sales Invoice Plan.
4. To start the process of creating the invoices, go to the Schedule Sales Invoices tab.
5. In the drop-down menu select Ready to Invoice and click Go button.
6. The system will display a list of all the Scheduled Sales Invoices that have not been converted to Sales Invoices yet.
7. Select the Scheduled Sales invoices that are to be converted into invoices and click the Create Invoice button.
8. The system will open the Batch Sales Invoice Job page.
9. Select certain Scheduled Sales Invoices or all of them and use the Create Draft Invoice or Post Invoice buttons as required.
10. If the Account has a billing contact assign, the invoices can be emailed from this page.

Learn more about batch sales invoices in Zumzum Financials.