How to Pre-invoice undelivered products

This article will walk you through the steps for pre-invoicing items that are part of a “special order or pending sales order” but have not yet been delivered. Pre-invoicing is useful when you need to send an invoice for items that are not ready for shipment, giving customers visibility into potential costs.

You may refer to this video for a step-by-step guide on pre-invoicing: https://www.youtube.com/watch?v=VyNRh1J7Qo0

Step 1: Access the Wholesale Account Module

1. Open your Wholesale Accounts menu from the left navigation panel.
   
    

2. Select the Wholesale Account for which you want to pre-invoice. In this example, we’ll be using the account named Jov.
   
   

3. Click on the Invoice tab.
   
    
   

Tip: Ensure you have a Sales Order prepared for pre-invoicing. For help with creating a Sales Order, refer to the other articles.

Step 2: Add an Invoice from Sales Order

1. Click Add Invoice and select From Sales Order in the context menu.
   
   

2. In the dialog, choose the prepared Sales Order for the items to be pre-invoiced. For this example, we’ll be using sales order #SO0001103.
   
    

Step 3: Enable Pre-Invoicing for Incomplete Items

1. To invoice items that are not yet ready, enable the Ready & Incomplete Items checkbox. This will allow selection of undelivered products.

2. Once configured, click Next.
   
    
   
   

Step 4: Select Products for Pre-Invoicing

1. Choose items to include in the pre-invoice:

   • Scan items using a barcode scanner.

   • Manually select items from the list.

   • Or, use the Select From Excel or CSV option for bulk selection.

2. After finalizing your selections, click Next.

Step 5: Finalize the Invoice

1. In the final section, make any necessary adjustments:

   • Add descriptions, change unit prices, apply discounts, and adjust item quantities.

2. Once complete, click Complete. 

Step 6: Review the New Invoice

Refresh the grid to view the newly created pre-invoice at the top.

Troubleshooting

For issues with pre-invoicing items or other invoice-related options, please contact Flawless POS support for further assistance.