A delivered order is invoiced and paid
Who is involved
| Role | What they do |
|---|---|
| Warehouse user | Marks the order delivered. |
| Accounts receivable clerk | Checks and sends the draft invoice, then records the customer's payment. |
| Sales representative | Sees the order become invoiced and paid. |
Step by step
- Warehouse user
Marks the sales order delivered (or dispatched, as the company's setting chooses).
What they see:The order records the delivery.
- Accounts receivable clerk
Opens Receivables and finds the draft invoice made from the order.
What they see:A draft with the order's lines, prices and taxes. No alert announces it; it is found in the invoice list.
- Accounts receivable clerk
Presses Send.
What they see:The invoice is booked to the ledger, or a credit hold or limit stops it with a reason.
- Sales representative
Opens the order.
What they see:It shows invoiced.
- Accounts receivable clerk
Records the customer's payment.
What they see:The invoice shows paid.
- Sales representative
Opens the order again.
What they see:It shows paid.
Who is told what
Accountants get an in-app alert when the invoice is sent and when a payment is recorded. There is no alert when the draft appears.