A Guide to the Evergreen Trading System

Periodic Sales Invoice is a combined invoice on multiple delivery orders. Please refer to the delivery order guide for help.

Please note, delivery orders cannot be combined into a periodic invoice if they are for different customer accounts or their billing addresses are different.

Steps to create a new periodic sales invoice:

Open the Customer List: Application Menu - Sales Processing - Customer List
Locate the customer and click the Add Periodic Invoice link at the right side to open the Create Periodic Sales Invoice screen.
Fill in the from date / to date and other necessary information and click the Create button.
System will show the Periodic Sales Invoice screen. All the applicable delivery orders will be included in the Details section automatically.
Check the Bill To section and make sure the contact / address information are correct.
Check the Details section and make sure the delivery order information are correct.
Click the Save button at the bottom of the page to create this periodic sales invoice.