Use Temporary Invoice Numbers
- Former user (Deleted)
- Andres Toledo
- Former user (Deleted)
Overview
Users have a setting that allows for the creation of temporary invoices in order to maintain the right consecutive number on all confirmed invoices. These invoices are included in sales reports, dashboards and the customer aging.
How Does this Option Work?
How to Activate Temporary Invoices
How Does Temporary Invoices Work?
Once this is set, orders created through the Order Entry tab or the E-commerce will have a temporary number which starts with a "T" prefix for regular orders, and a "WT" for E-commerce orders.
On the example below, you'll see invoice number T000784 ; once the salesperson confirms the invoice with the temporary number, the new temporary invoice number will change to 002342 which is the number that follows on the list.
Information
When the user is allowed to void orders massively, the system will give the option of deleting temporary orders massively, a confirmation window will appear and the user must enter the deletion reason.
