Automatic Invoicing in practice

How to set up automatic invoicing in MultiPress? Quite easily: the “Invoice” pulldown list is populated with the parameters below:

• On the financial tab at customer level, we set the invoice code to “Weekly”.
• In the sales invoices overview, we click the “Auto” button.
• We then select the “Weekly” invoice code and “Delivered” for the status.
• A list of orders from customers with a “Weekly” invoice code will appear.
• By confirming this list (Enter), a collective invoice is created for each customer in the list.

In practice

• Step 1: Create the desired invoice codes.
• Step 2: Assign the invoice codes to your customers.
• Step 3: The “Auto” button appears next to the familiar buttons in the sales invoices overview. You can filter by invoice code and order status to retrieve required invoices and create invoices in a single step.

Use this handy tool to keep even your most demanding customers satisfied.