Set Up Invoice Priorities

Set Up Invoice Priorities

Overview  

This video will show you how to set up the invoice priorities you want to use in the system. Invoice Priorities help identify sales orders in the Sales Invoice Manager that may require special attention, for example if they are same day delivery. A step by step guide can be found below the video.



Steps 

  1. In System Setup, go to System Data.
  2. Double click on the Invoice Priorities line to open the table.
  3. Enter Edit Mode.
  4. Use the New button to add your Invoice Priority.
  5. Enter a description.
  6. Specify a Mark which will be used to flag the Invoice Priority in Sales Invoice Manager.
  7. Use the Order Note column to enter a note to be attached to orders carrying this invoice priority, if required.
  8. Use the check box in the Highlight column to select whether the mark will be highlighted.
  9. Use the Inv Note check box to add the order note to the invoice.
  10. Use the Del date Adj column to adjust the default delivery date by a specified number of days, either positive or negative.
  11. Use the Use Del Date Adj column to enable the previous column's setting.
  12. Use the check box in the Disabled column to disable any invoice priorities no longer required.