What is an Invoice Run Code?
Run codes are used to group orders for an invoice run. Here are some reasons why run codes can be useful:
Apply a run code for each customer to only run their invoices (you can define a default run code for a customer on the customer’s account)
A run code for invoices required on a particular day of each month
Separate run codes for long-term orders and short-term orders
To exclude certain orders from an invoice run
Where can you add Invoice Run Codes?
You can add run codes when creating or editing an order or on an account in Additional Info.
Creating Invoice Run Codes?
To create invoice run codes, head to System Setup > Invoice Run Codes and click Add Invoice Run Code.
You will then go to the following screen:
You will need to fill in the following information:
Name – Provide a name for the Invoice Run Code
Code – Create a code for the Invoice Run Code
Description – Add in any extra details that may be useful for your users
Once you’ve finished, click Add Invoice Run Code, you can then apply this to any orders or accounts.
How to use the Invoice Run Code
When you’re ready to run an invoice run, you can apply the Invoice Run Code to run specific orders or exclude certain orders.
The invoice run has an Invoice Run Code field, where by you can select specific run codes.
For more information on Invoice Runs, please see our guide.
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