Invoice Management

You can list all invoices, or list the invoices for a specific customer. The invoices are returned sorted by creation date, with the most recently created invoices appearing first.

Wholesale Plus offers two types of invoices:

• ProForma Invoice "Order" for quotation purpose
• Invoice - tax invoice document

Invoice Actions

With every invoice, you can:

• - update an invoice
• - print an invoice
• - delete an invoice
• - sign an invoice when delivered
• - email an invoice
• - print an invoice on a label or thermal printer

Actions Menu

Use the Actions menu to access other features.

Switching Customer's Invoice

There might be a situation where you create an invoice under the wrong customer's name. Wholesale Plus offers new feature to correct the customer without having to delete then re-create the invoice under the correct name.

Closed or locked invoices cannot be switched

Follow the next steps to switch an invoice:

• Existing Customer search for the invoice that you would like to switch
• New Customer search for the new customer that you would like to place this invoice under
• Click Change Customer

Advanced Tasks

Click Advanced Tasks to learn about this feature

Updating an Invoice

Click the Edit button under the Action column next to the invoice that you would like to update

Closed invoices can not be updated.

Deleting an Invoice

Click the Delete button under the Action column next to the invoice that you would like to remove

Paid or partially paid invoices can not be deleted.