Publishing, Adjusting, Emailing, & Printing Invoices

Processing Draft Invoices in 10X ERP

After shipment completion, review, edit, publish, and send invoices. This is an accounting function requiring permissions. Many users prefer to review drafts before sending, though auto-sending is available.

Steps to Process Draft Invoices:

• Access Accounting > Billing > Send Invoices Screen with necessary permissions.
• Review Draft Invoices
• Edit an Invoice:
  • Open an invoice and correct discrepancies, add/adjust Add-Ons, and/or adjust tax rates.
• Publish the Invoice to prepare for sending.
• Send Invoice:
  • Send individually or in batch.
  • Edit email message and attach proof of delivery if needed.
• Verify Invoice Status by refreshing the grid.
• Batch Send Invoices:
  • Select multiple invoices to send.
  • Ensure all recipients are assigned.
• Print Invoices (Optional) for customers preferring physical copies.