Walkthrough: Create periodic invoices and credit memo’s

Article08/19/20232 min read

When customers order goods on a regular basis, you can agree to combine shipments in periodic invoices. In Aptean Beverage Foundation, you can define the Invoice Period on the customer card and create invoices and credit memo’s in batch according to that setup.

  1. Select the Search icon , enter Customers, and then choose the related link.
  2. Open the card for the customer you want to set an invoice period for.
  3. On the Drink-IT Foundation FastTab, select the period in the Invoice Period field. When the period is a Custom period, then specify the Date Formula for the period in the Period Length field.
Note

When an Invoice Period is selected for a customer, it automatically selects the Combine Shipments field on the Shipping FastTab for that customer. The values from the customer are copied to orders that are created for that customer. In the order, you can change it for that order only.

To create periodic sales invoices

  1. Select the Search icon , enter Create Periodic Invoices, and then choose the related link.
  2. On the Create Periodic Invoices page, fill in fields as necessary. Hover over a field to read a short description.
  3. Select OK to create the invoices.

To create periodic credit memo’s

  1. Select the Search icon , enter Create Periodic Credit Memos, and then choose the related link.
  2. On the Create Periodic Credit Memos page, fill in fields as necessary. Hover over a field to read a short description.
  3. Select OK to create the credit memos.