Closing Draft Invoices from Invoicer

Background

This Knowledge Base Article will focus on closing draft invoices using the Invoicer app for Stock Count Close.

Before You Begin

• Ensure you are logged into Elda (Chrome).  See our article Log in to an Elda Database for more.
• Ensure you access the Invoicer  app in Elda (Chrome) Folder. See our article Getting Started with Invoicer for more.

Why Use  Invoicer

• We need to ensure that there are no UNPRINTED Invoices or DRAFT Invoicers still in Chrome. 

Steps to Follow

1. Select the Draft Invoices from the top left-hand side of Invoicer and click on the Apply filter button.
   PLEASE NOTE: See our article Finding an Existing Invoice in Invoicer for more.
   

2. Select the Invoice you want to modify. Then double-click on the selected invoice row to open the Invoice Details Window.

   
   
3. Type in the charge rate in the  Delivery D Charge text field.
   PLEASE NOTE: Chrome will auto-populate the  Schedule Delivery Charge and  Invoice Delivery Charge according to the manually entered Delivery D Charge. 
   

4. Click on the Save button from the Invoice Details window.  
   

   
   

5. Navigate back to the Invoicer main window and you will see that Chrome displays the invoice status as Closed.