Invoicing
Troubleshooting - Invoicing
When trouble shooting being able to invoice there are a few things to check before seeking further help.
- In order to invoice a customer a call off must be committed and despatchedCheck call off is committed
- Check call off is Picked and Despatched
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Can't Invoice
1.
First place to check is too open call off list standard view
2.
Select the call off and see if it has been committed if yes proceed to check if despatched if no go to step 3
3.
Identify who created the call off and ask the sales support person to commit the call off
4.
To check if a call off has been despatched open call off list status view and search for call off
5.
Check if the Call off has been despatched this will show in the column named despatched
6.
If no then check if the items have been picked and despatch the call off
7.
If yes seek further help by emailing rtissupport@nationaltimbergroup.com