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Invoicing
By Richard Rost   Richard Rost on Twitter Richard Rost on LinkedIn Email Richard Rost   17 months ago


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Richard Rost 
17 months ago
It's uploading now. Transfer queue says 30 more minutes to go. Plenty of time for you to watch the FREE video first!
Richard Rost
17 months ago
OK, it's ready. Enjoy! Let me know what you think.
Despina Karayanni
16 months ago
Dear Mr Rost,
Thank you for your very instructive videos on ordering-invoicing. I have a question. In our company's ordering-invoicing process, first we have to issue a quotation document, citing only the products description, without prices, and then we issue a pro-forma invoice (let's say it is the order/invoicing document), with both the product description and the prices. How can I manage to issue the quotation document, without having the products added up to the orderdetailq list? That is, In such a routine, we select the products twice (once without prices and another one with prices), thus they are added up to the order lists twice. I would very much appreciate your suggestions upon this matter. Best Regards and thank you in advance.
Richard Rost
16 months ago
Why don't you just create a separate report that doesn't have prices?
Despina Karayanni
16 months ago
Dear Mr Rost,
Thank you very much for your reply. However, in our business, not all quotations may result in actual orders/invoices. Thus, if we issue a quotation (offer), the products add up to the orderdetailq with, or, without prices. Is there a way, when the quotation doesn't ends to actual order/invoice, for the products to be removed from the orderdetailq, since, we do not want them to automatically add up to it. In this way, we may use the orderdetailq to estimate the total sales in volume and price per product (as it will include only the quotations that converted to sales). Could we also achieve this by using some kind of criteria on the orderdetailq list? Thank you very much in advance.
Richard Rost
16 months ago
In that case, just create the quote, copy it, adjust it, and then issue the invoice from the copy.
Despina Karayanni
16 months ago
Thank you very much for your response!

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