Minimum Version Required: 23.01
Pre-Conditions
A Delivery Invoice task is assigned on the user's plan
Steps
Accessing the Availabe Invoices Screen
1. From My Day, tap the Customer Stop
2. Tap the Delivery Invoice task
Invoice List
Sign - Opens the Signature pop-up. This is used to collec the customers signature on the selected invoices, confirming delivery and locking the invoice. Multiple Invoices can be selected and locked by one single signature.
Print - Check the invoice(s) to print. 3 options for printing to a mobile printer:
- Bill of Lading - Typically printed at the beginning of the delivery stop. Can be customized using the Template Designer and Document Templates.
- Scan Sheet - Prints products and quantities with barcodes to be delivered.
- Invoice - Prints the Customer's invoice.
Tap any Invoice in the list to be redirected to the Invoice Total screen. From the Invoice Total screen, invoice can be edited for cuts or returns.
If the retailer is configured to dex, this is where you can select multiple invoices to dex and receive retailer response.
Product Summary
List of the Products and quantities to be delivered.
Tap any product to quickly be redirected to that item in Invoice Edit to make adjustments if needed.
AR Summary
Streamlined functionality for payment collection. Groups by AR Account to allow payment to be applied to multiple Invoices.
Tap the AR Account to apply payments without needing to apply to invoices individually.
View Historical Invoices from this page as well. View PDF or email copy of Invoice to Customer.
Add Unscheduled Invoice
To add an unscheduled invoice, tap the hamburger menu in the top right.
Best Practices
The Available Invoices - Delivery page is not customizable as it is written into code.