Understanding Summary Billing

About Summary Invoices

Silver Plus eNsite places each customer ticket on the summary invoice when the ticket reaches a status B (the status at which the ticket becomes an invoice). See Printing Standard Order Entry Reports. The individual orders that make up a summary invoice are called delivery tickets. You can view the summary invoice or delivery tickets within the summary invoice through the [I] Inquire function in the Order Entry and Accounts Receivable windows.

You can then post payments to the summary bill at any point. All summary invoices have a -S extension. For example, summary invoice number 1900 would be 1900-S. To view or post summary invoices, you must always include the -S extension.

Printing Summary Invoices:

You print summary invoices using the [M] Summary Invoice function in the (UR) Sales Reports screen. Once you print the summary invoice for a customer, Silver Plus eNsite begins a new summary invoice with the next status B ticket.

Items from one order can go on separate summary invoices if some items are not shipped when the summary invoice is printed. When this is the case, the shipped items go on the printed summary invoice, and the unshipped items go on the next summary invoice once they are shipped.

When orders are credited (for item returns, for example), the credit delivery ticket appears on the current summary invoice, not the summary invoice that the original charge was on.