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Use Temporary Invoice Numbers

Use Temporary Invoice Numbers

Owned by Former user (Deleted)
Last updated: Dec 04, 2023 by Andres Toledo

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?


When this option is enabled and the order is created, it will be assigned a temporary invoice number. Once the order is confirmed by the Sales Department, the system will assign the invoice number that follows. This way, your invoices will be numbered accordingly, avoiding an invoice with a future date to have a lower invoice number than the number assigned to an invoice for today.



How to Activate Temporary Invoices

In order to set this up, follow these instructions:

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.

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To easily find temporary invoices in the Order Summary screen, you can filter by "T" on the Order field, just as you would filter by a "W" when trying to find E-commerce orders.
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