Generating and storing invoices

Modified on Mon, 20 Apr at 12:06 AM

If you have debtors that require invoices to be sent in addition to statements, you can generate and store the invoices in a similar fashion to statements.

Generating invoices
To generate invoices:

Select Debtors > Debtor Statements... from the Synergetic main menu.
Either generate a new statement run, or select an existing statement run. See Generating debtor statements.
Store the statements in the database. See Storing statements in the database.
Click .
The following window is displayed.
Click .
The invoices are created. You can view the PDF of all invoices by clicking .

Storing invoices
To store invoices individually in the database:

Select Debtors > Debtor Statements... from the Synergetic main menu.
Either generate a new statement run, or select an existing statement run. See Generating debtor statements.
Store the statements in the database. See Storing statements in the database.
Generate the invoices.
Click .
The following window is displayed.
Click .
The invoices are unstitched and stored in the database. You can view individual invoices by clicking . See Viewing stored statements.