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Sales, Swaps, Auction & Approvals/Auction Disc. : When To Close An Invoice?

 

Author
Postings
Estampsnet

15 Oct 2010
09:39:44am
Good Morning All.

I have a question as to when I should flag an invoice as closed.

If I flag an invoice as 'closed' can my customer still access the invoice and enter the date when the order was received?

Not all of my customers mark orders received but most do. I want to flag invoices as 'closed' as soon as I can which is right after I ship the order. Just makes it a bit easier to work with the invoice page when I can fillter out the ones I have already shipped.

Don
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Fatherauld

15 Oct 2010
11:39:23am
re: When To Close An Invoice?

Hi Don,
Yep, that should work just fine. I believe you are about to send me a shipment of stamps etc. We can test the process together.

Regards ... Tim.

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Estampsnet

15 Oct 2010
06:03:21pm
re: When To Close An Invoice?

Tim looks like we can do it even sooner. I will get in touch with you off-board and give you the information.

I will be sure to post the results here for anyone who might be interested.

You just have to love all of the back-office paper work. LOL...

Don

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Author/Postings
Estampsnet

15 Oct 2010
09:39:44am

Good Morning All.

I have a question as to when I should flag an invoice as closed.

If I flag an invoice as 'closed' can my customer still access the invoice and enter the date when the order was received?

Not all of my customers mark orders received but most do. I want to flag invoices as 'closed' as soon as I can which is right after I ship the order. Just makes it a bit easier to work with the invoice page when I can fillter out the ones I have already shipped.

Don

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this post

www.postalhistorycov ...
Fatherauld

15 Oct 2010
11:39:23am

re: When To Close An Invoice?

Hi Don,
Yep, that should work just fine. I believe you are about to send me a shipment of stamps etc. We can test the process together.

Regards ... Tim.

Like
Login to Like
this post
Estampsnet

15 Oct 2010
06:03:21pm

re: When To Close An Invoice?

Tim looks like we can do it even sooner. I will get in touch with you off-board and give you the information.

I will be sure to post the results here for anyone who might be interested.

You just have to love all of the back-office paper work. LOL...

Don

Like
Login to Like
this post

www.postalhistorycov ...
        

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