Spring 2012 News from Courier Systems

Controller Tips

Problem: We need to produce and invoice for one-off or non-account customers (cash or credit card bookings). Where can we put the invoicing address?

Answer:

1) Create an ad-hoc invoice account and ensure the account is set to 'One Job per Invoice' (this is very important)

2) Enter the job in the normal way and press F5 (Notes) on the booking screen. As the account has been set to 'One Job per Invoice', a new section is now available to enter an alternative invoice address.

3) Gotcha! You may have to edit your invoice layout to ensure the invoice address is set to 'Address in a box' otherwise the alternative address will not be printed out

When the invoice is printed, the alternative address will be used. When the invoice is exported to your accounts software, the original address on the account will be used, not the alterative address

At the moment the email address information for invoices and P.O.D.'s is not used, but are reserved for future development.

Email Customer from the Despatch (V2)screen

Right click on the job and select Account>Email.

This is useful for firing off a quick email to a customer.