Digital invoicing debtors - process

This article describes how to process digital invoicing. Invoices will be send by email from RetailVista.

Digital invoices will have the same layout as the printed invoices. When you normally use pre-printed paper for invoices, the logo and address data will not be used in digital invoicing. In that case you can create a separate invoice layout for digital invoicing.

In general, invoices resulting from deliveries on account. -> Start -> Invoices -> Generate invoices

Here you can generate invoices for deliveries on account that do not have an invoice yet. -> Start -> Invoices -> Invoice maintenance

Here you can find the specific invoice.

In the search screen you can find digital invoices by selecting "By Mail" at "Digital processing type".

If the debtor is set up for digital invoicing, "Digital processing type: ByMail" will also show on tab "General".

When you have printed a concept invoice, the status of the invoice will be changed into: FinalNotPrinted.

Click on "Send invoices" on the left side of the screen to send the invoice by mail.

This screen appears. Click on "Send invoices". It is also possible to resend invoices if an invoice needs to be resent.

A green line appears with the confirmation that the invoice has been sended by email.

Close this screen.

On tab "Export" you find the export log, here you can see whether the email has been sent successfully.

You can also find this task '6553' in tasks for more information.

-> Extra -> Tasks

Find the specific task and double click on the row. With apply filters you can search more specifically.

Here you can find the task and whether this task was scheduled or not.

On tab "LogReport" you will find the Export Log.

If you want to schedule digital invoicing, please see guide Digital invoicing debtors - settings.

Digital invoicing in bulk

You can also send the invoices by mail via the menu.

You can select a specific debtor or invoice. When you keep these fields empty and click on "Send invoices", only unsent invoices will be send. Of course, this will only work for debtors with digital invoice settings and when in the invoice the "Digital processing type" is set to "ByMail".