Furniture Order Entry Concepts

About Printing Furniture Auto Bill Invoices

If a customer has a standard monthly charge, such as rental fees or maintenance fees, you can enter the charge as an auto bill item. This lets you create invoices for the auto bill items so you can easily bill the customer.

Setting up a customer with auto billing involves:

• Creating an item for the charge or service in the Item window.

• Setting up the auto bill item in the Auto Bill window.

Note: For instructions on setting up customers with auto bill items, see Auto Billing.

Once the auto bill items are created for the customer, you can automatically create invoices for those items. When you create invoices using the auto bill function, invoices are set at a status 2. A status 2 pick ticket indicates that the order is ended and is waiting to be printed in a batch.

Auto bill invoices are printed through the (TR) Order Entry Reports screen. For more information about printing auto bill invoices, see the Reports Menu.

Note: When you perform the auto bill function, a new pick ticket is created for each auto bill item. Make sure you only perform this function once a month, or as necessary.