Additional paperwork / forms

Hosted • invoicing.co | v5
1

Sorry for the lengthy post with many questions. I am looking to get the hosted version set up for a small manufacturing business and we do not want to change their workflow much.

They are coming from an old custom invoicing system. Does Invoice Ninja have the following features to match their current process?

  • Order arrives from customer
  • They manually input it into their invoicing system
  • An order number is generated in the office
    (at this point they refer to it as an order rather than an invoice)
  • Generate a PICKING LIST for the stock room
  • Items are filled from stock and any discrepancies noted
  • Picking list returned to office with available quantities (handwritten)
  • The verified quantities are entered into the order
  • A DELIVERY NOTE is created for shipping
  • An invoice is generated and sent to customer

Optional steps if stock was unavailable:

  • The system generates a BACK ORDER for any outstanding items
  • New picking, delivery and invoice documents are required
  • When in stock, the back order is filled and dispatched
  • The new invoice has a new invoice number but is linked to the original order
  • Both invoices share the same customer purchase order number

Looking at the Invoice Ninja demo, I see no reference to picking lists or outstanding/backorder items. Are they available?

Lastly, if any items are unsuitable or returned then a CREDIT NOTE is issued to the customer which will be deducted from the next order(s). Is this possible too?

2

Hi,

Picking lists aren’t supported.

The app supports manually creating credit notes but there isn’t an automatic process for it.

3

Thanks.

Picking lists aren’t supported.

Is there an equivalent? It is basically a delivery note with an additional column for outstanding amounts.

Example:

Order number
Part number
Part description
Quantity ordered
Quantity delivered
Quantity outstanding <<< additional column

Can a custom form be created to display that?

For the outstanding items, can they be automatically detected? The worry is that if there is a difference between items ordered and items available, there could be human error to calculate the difference.

Otherwise, is anything like this on the roadmap for this product? Everything else seems ideal and we are keen to sign up.

4

The app supports delivery notes but not the concept of quantity outstanding.

Feel free to create an issue on GitHub to request the feature.

5

@JonnyTech there are a few workflows here. If you need to discuss with presales you can also email [email protected]

6

Thank you very much @david - I have just sent an email.