How to Handle Invoicing Work Orders and Payment Scenarios in ShopView
Managing invoicing and payment scenarios in ShopView involves understanding how to create invoices without immediate payment and transitioning work orders to invoiced status. This guide will provide step-by-step instructions for both processes.
Invoicing Without Immediate Payment
If you need to create an invoice for a work order without marking it as paid immediately, you can change the customer’s credit terms. Here’s how:
When prompted for payment during invoicing, close the payment window.
Access the customer’s record from the work order or the customer list.
Edit the customer information by selecting the appropriate edit option.
Locate the Credit Terms field.
Change the credit terms from COD (Cash on Delivery) to options like Due on Receipt or a suitable Net term (e.g., Net 30).
Save the changes.
After adjusting these settings, you can proceed with creating an invoice. The invoice will remain in an Invoiced (unpaid) state until payment is recorded.
Transitioning Work Orders to Invoiced Status
To move a completed work order to Invoiced status, follow these steps:
Create an invoice within ShopView for the completed work order.
When prompted, select the Charge Account option if you do not intend to record a payment immediately.
The status of the work order will update to Invoiced.
Once the payment is received and recorded, the status will further update to Paid.
By understanding these processes, you can manage invoicing workflows efficiently, even when payment is not collected immediately or when transitioning work order statuses.
Related Topics
Understanding Credit Terms in ShopView
Recording Payments for Unpaid Invoices
Managing Customer Records in ShopView