Invoicing
📁Creating PreBills
📁Creating Credit Memos
📁Managing Prebills
▶️How To Reverse Customer Invoices
Reversing a customer invoice allows you to undo an invoice and impacts all G/L accounts initially impacted, such as prepaid accounts, cost accounts, freight, commission accounts, etc. This approach a…
▶️How to Create Invoices From a List
1. Click on Invoicing > Invoices from a List. 2. Select your criteria for the invoice list. Select a new customer invoicing run check box and set your parameters, such as specifying the Book Period a…
▶️How to Process Single Customer Invoices
Processing a single customer invoice is a great method to process pick tickets from the warehouse. That said, you can process a single customer invoice for any order. 1. Click on Invoicing > Create N…
▶️How To Pay With Credit Card in Aturian
When a customer calls or otherwise requests for payment to be processed via credit card, you can enter credit card information into Aturian and process payments immediately. 1. Click on Manage Cust I…
Stale Invoices
The "Stale Invoice" notification is an alert to let users know that there is an accounting problem within the order, typically AP. Stale invoices are either: Saved to the open sales journal, and then…
▶️How To Audit Sales Journal & Transmit Invoices
1. Click on Sales Journal. In the Main Navigation Menu, expand the Invoicing module, and click "Sales Journal". 2. Select Invoices. You can select individual invoices, specific customers, or click th…
▶️How To Adjust Customer Invoices
Follow these steps if you decide not to reverse an invoice but rather to adjust the G/L accounts. As noted previously, this is not a best practice. 1. Click on Manage Cust Invoices. In the main navig…
▶️How To Manually Adjust/Add Sales Tax
Sales order tax adjustments can be completed per order/ customer invoice. If elected to do so, you can also create a manual journal entry. However, this is not the recommended approach as it subverts…
▶️How to Create Consolidated Invoices
A consolidated invoice is perfect for the customer that would like to pay multiple orders on a single invoice. This is ideal for the multiple ship to location projects with a single billing requireme…
