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In House Finances
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Inventory
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- Selling an Item with a Serial Number
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Delivery Management
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Finance Books
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Business Intelligence
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Settings
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- AltheaSuite Integration with QuickBooks Online
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How to Create an Invoice for Take With Items
How to Create an Invoice for "Take With" Items
Step 1: Log into your AltheaSuite account, then navigate to the Orders module. You will set the items to be Take With within the orders. Click on New to create a new order.
Step 2: After you select your items, you can change the delivery method using the blue Change Delivery in the delivery column. Products that the customer is taking with them should be changed to “Take With”.
Step 3: Confirm the delivery type and click Save.
Step 4: Before going forward, make sure to check the Order Management Settings in the Settings module.
The checkbox “Start Invoice With Delivered Items” should be checked.
Step 5: In the Orders module, find the row with the order number we created and press the context menu (the three buttons on the left).
Select Create Invoice from the context menu.
Step 6: The items that we set as Take With will automatically be added to the invoice.
Step 7: Click on Pay Now at the bottom.
Step 8: Select the payment methods used by the customer, and write in the correct amounts. Any deposits made will also be automatically added to the total. Click on the Save button at the bottom to finish making the Invoice.
Note: All other orders that are delivered need to be invoiced from Delivery history.
