How to Close Month-End Invoices.

Please see the New Process for Stock Count Close. See our article Procedure for Monthly Stock Count Closing.

Background

This knowledge base article provides step by step process on how to close month-end invoices through the different applications available to you.  

Please follow the six major steps in order to successfully close month-end invoices.

Steps to Follow

1. Confirm that there are no outstanding manifests or undelivered Orders in Elda (Chrome.)
   1. Ensure to read out Knowledge Base Article View Outstanding Manifests - BitBerry for more.
   2. Ensure to read out Knowledge Base Article View Un-delivered Orders - BitBerry for more.
2. Moving all Stock Transfers to the next business day. See our article Moving Stock Transfers to the next business day for Stock Count Close for more.
   
   
3. Changing Stock Production to another day. See our article Moving Stock Production to Another Day for more.
   
   
4.  Closing Invoices from Thimbl (Reonet/Foamhub). See our article Closing Invoices from Thimbl (Reonet/Foamhub) for more.
   
   
5. Close open invoices using the Elda Invoicer App. See our article Closing Invoices via Invoicer for more.
   
   
6. As a final step please ensure to clear the Pronto Queue items. See our article How to Clear Pronto Queued Items - BitBerry for more.