Retail Invoicing

Action: none

Available in WinTPS installations and is a module to support third party billing for retail payment of rental orders. An example of this is a hotel situation where it's employees come in to rent items for an event at the hotel.

This function found on the Main Menu and accessible by store clerks displays a grid of store/accounts designated as retail invoicing within the Store/Accounts form. This will allow a retail store sales associate to create retail sales and rentals for accounts that will be invoiced for the purchases and/or rentals. This feature functions the same as if the Sales or Rentals were being created within the Wholesale Order Entry form

USAGE
Locate and select the desired account, then click New Sale or New Rental. Rental orders will default to the selected account for order 'Pickup at' location. This may be changed by the user to a different account/store location for Customer Pickup if needed. Billing will stay to the selected account if the Pickup location is changed.

Sales tickets will default to the selected account as the 'Bill to' entity found in the header of the ticket. This should NOT be modified since changing it will remove the billing to the original account and thus they would not be invoiced. To review pending charges that will be invoiced just run the Production report Invoice/Un-Invc Detail report. The totalled invoiced OR to-be invoiced may be seen on the Wholesale Order Entry form. When ready to invoice simply choose the Print New Invoices function. Visit the Wholesale Order entry form to make payments and review details of purchases & invoices.

Buttons

New Rental...Creates a new rental. Once saved rental orders may be edited via the Main->Orders function or from the Store/Accounts form for the account.

New Sale...Creates a new sales ticket. Once saved sales tickets may be edited via the Store/Accounts form for the account.

OK... Clears the screen and returns to the previous menu.