Summary
To create a collective invoice from multiple delivery notes, ensure they are saved in the correct order under "Documents" and then drag them into the "Invoices" column.
Steps to Create a Collective Invoice
- Check Document Order
Ensure that all delivery notes are saved in the correct order under “Documents”.
- Reorder Delivery Notes (if necessary)
If the delivery notes are not in the correct order, click on the three dots at the top right under “Delivery notes” in “Order management” and select “Move” to assign the delivery notes to the correct order.
- Select Delivery Notes
Once all delivery notes for the order are visible under “Documents”, select them individually by clicking on the top left of each note. Selected notes will appear in green.
- Drag Delivery Notes to Invoices
Drag the selected delivery notes into the “Invoices” column using your mouse.
- Invoice Creation
KLARA will automatically create the invoice from the selected delivery notes.
- Send the Invoice
Send the invoice via email, print it out as a letter, or use Print&Send to mail it.
FAQ
Q: What should I do if my delivery notes are not in the correct order?
A: Click on the three dots at the top right under “Delivery notes” in “Order management” and select “Move” to reorder them.
Q: How do I select multiple delivery notes for the invoice?
A: Click on the top left of each delivery note to select them; selected notes will appear in green.
Q: What options do I have for sending the invoice?
A: You can send the invoice via email, print it out as a letter, or mail it using Print&Send.