Overview
In SalesVu, you can invoice closed orders that were paid using the custom Accounts Receivable payment method. This feature improves tracking of outstanding payments, ensures accurate reporting, and provides flexibility in managing customer invoices for closed orders.
Key Features
1. Custom Payment Method
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Accounts Receivable is a pre-configured payment method that allows closed orders to be invoiced after payment.
How to create a payment method - Accounts Receivable (video)
2. Invoicing Closed Orders
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You can send invoices for individual or merged closed orders that were paid using the Accounts Receivable method.
How to send invoices for Closed orders paid with accounts receivable (video)
3. Validation Rules - Merge orders
To ensure accurate invoicing, only closed orders meeting all of the following criteria can be merged:
Same Customer: All selected orders must be assigned to the same customer. Orders without a customer cannot be invoiced.
No Split Payments: Orders must not have multiple payment methods applied.
Accounts Receivable Payment: Orders must be fully paid using the Accounts Receivable method.
4. New Order/Invoice Creation
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Sending an invoice automatically creates a new open order/invoice in the system.
Only full refunds are allowed for these newly created invoice orders.
5. Reporting Considerations
Newly created invoice orders are excluded from standard reports such as Sales, Z, All-in-One, and Sales by Vendor reports.