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Print Order Invoice

CORESense provides a standard invoice document that can be printed for an individual order, or in batch for a set of orders matching entered search criteria.

 

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Important: It is not recommended to use the standard invoice as a picking and packing document. Instead, all picking and packing documents should be printed on a shipment level using the Shipment Manager.

 

Print Individual Order Invoice

Follow the steps below to print the standard invoice for an individual order.

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Path: Back Office > Order Processing > Order Manager > Shipping

Step

Action

1

Click on the Shipping tab in the Order detail screen.

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2

The Shipping section displays the Order Invoice section.

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3

The following information is requested when printing the standard invoice:

Invoice Message - This is a message that appears at the bottom of the standard invoice document, explained in the next step.  By default, the default Invoice message is Thank you. Overwrite this with any message you want to include.

Invoice Date - The invoice date.  By default, today's date is automatically entered into the Invoice Date field.

Purchase Order # - This is the customer's purchase order number.

4

Click View Invoice. See sample invoice with field description table below.

 

 

Sample Standard Invoice

The Standard Invoice is divided into five sections, explained below.  The format is otherwise standard, and cannot be modified.

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Field

Description

Company Logo and Address

The company logo and address are in the upper left corner.  The company logo is set by the Logo Location system setting. The company address is set by the Address system setting.

Date

 The date on which the order was created.

Order #

The unique CORESense order identifier.

Billing Address

The order billing address.

Shipping Address

The order shipping address

Shipping Method and Shipping Price

Both are displayed in the lower section of the Shipping Address box.

Representative

The order salesman.

Payment Type

The order intended payment type.

Due Date

The order payment due date.

Qty

The quantity purchased.

Description

The product name, part number and selected configuration of the ordered item.

Price Ea.

The ordered item purchase price including all price markups associated to the selected configuration, but not including any promotional discounts.

Amount

The total price of all quantities purchased for the ordered item including all price markups associated to the selected configuration, but not including any promotional discounts.

Subtotal

The sum of all ordered items not including promotional discounts.

Adjustments

The sum of all order price adjustments. See Price Adjustments for more information.  If the resulting price adjustments provides an order discount, the value displays as negative.

Promotions

The sum of all order and product level promotions. See View Order Promotions  to view all promotions currently applied to the order.

Sales Tax

The order sales tax dollar amount.

Shipping

The order shipping price.

Grand Total

The order total amount of all costs.

Payments / Credits

The sum of all order payments.  Credit card payments that are authorized, but have yet to be captured, are not included in this total.

Balance Due

The order due balance. If the due balance is zero or negative, the value displayed in green. If the due balance is positive, the value is displayed in red.  This is calculated by subtracting the Payments from the Grand Total.

 

 

Batch Print the Standard Invoice for a Set of Orders

This section explains how to batch print a standard invoice for a set of orders matching entered search criteria.

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Path: Back Office > Order Processing > Order Manager

 

Step

Action

1

Select the Batch Options checkbox, located at the top of the Filter Orders section.

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2

Enter the requested Search Parameters then, click Search.

3

The Batch Option Order Search Results appear in the Matching Orders section.

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notes.gifNote: Batch Option Order Search Results can be configured by CORESense to display a wide range of order information. Contact CORESense support to learn how to add to or update the Order Search Results.

4

Click the Checkbox next to each order to be printed. By default, all orders are selected.

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5

Click Print Invoices to print the standard invoice for all selected orders.

6

The Batch Invoices window appears. Use <Ctrl> + P to print the invoices.

notes.gifNote: CORESense automatically inserts an HTML page break between each standard invoice. This allows each invoice to print on its own individual page(s), therefore preventing more than one invoice from printing on the same page.

 

 

 

 

 

 

 

 

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