What is the Issue Sale Items at Confirm Invoice Option?
The Issue Sale Items at Confirm Invoice setting allows sale items to be marked as "Sold" when the invoice is confirmed, rather than:
At the time of creating a draft invoice.
Manually booking the item in as sold.
This new approach simplifies workflows and minimizes errors, as it enables you to cancel draft invoices for sale items without affecting their stock status. Once the invoice is confirmed, the items are marked as sold.
Key Features
Flexible Draft Management: Sale items remain in their original stock status while the invoice is in the draft stage, allowing you to easily cancel or edit the draft if errors occur.
Streamlined Processes: Removes the need for manual intervention to change the status of sale items when regenerating invoices.
No Impact on Invoice on Book In Items: This feature does not apply to items configured with the "Invoice on Book In" option.
How to Enable Issue Sale Items at Confirm Invoice
Go to the company settings in OnRent.
Locate the Issue Sale Items at Confirm Invoice option.
Toggle the setting to Enabled.
Save your changes.
Once enabled, sale items will only be marked as sold when the invoice is confirmed, providing greater flexibility for managing draft invoices.
