A short step-by-step tutorial showing how to perform mass invoicing in the SalesVu/Salesuite platform: log in, navigate to Quote & Invoicing, create new quote/invoice, select location and customer groups (or all customers), add products and quantities, review checkout details, set due date/shipping/discount, create the invoice and send it to customers.
Hi. In this video, I'll be showing you how to do the mass invoicing. To do that, Please go to salesuite.com and log into your account. Once you logged in, please go to Quote and invoicing module. Once there, create new. Click on create new and quote and invoice. So here you can select location and in select group, you can choose specific groups or specific customers. Or you can choose all customers to do the master invoicing and click on customer name so all customers get ticked. Click on continue so you can add a product and the quantity. Add to order, you can go back to adding more items or you can choose to go to checkout category so you can see all the order details here. So all the customers are added. So you can add the due date, you can change the shipping status, add a discount code and you can choose to send it as a quote or invoice. And for this case we're doing the mass invoicing, so it's selected on invoice. So create an invoice. Click on invoice. So once it has been created, click on Send invoice to send the invoice to your customers. Thanks for watching and let us know if you have any questions.
eCommerce, point-of-sale (POS), ERP and Data Analytics platform for retail and restaurant businesses
