Recording Invoice Delivery

Complete the following procedure to record the delivery of an invoice. Delivering an invoice prompts an inventory reconciliation to be carried out.

To deliver an invoice

  1. Tap Side Menu and then tap Invoices to display the following:

    • The Invoice list and details in the main pane.

    • The calendar in the side pane showing the call scheduling information.

  2. Drill down on a link in the Invoice Number field to open that invoice.

    All details for the selected invoice appear in the main pane.

  3. Tap Deliver to record delivery of the invoice.

    The status on the invoice changes to Delivered, and the inventory details on the order are updated as required (according to the invoice line items).