Applies to: RollMaster (RM) Core
Use this article as a reference for the Invoice/Credit Memo module, including
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Reports 1 > Invoice/Credit Memo
For other Sales Processing programs, refer to the Sales Processing module documentation.
Both the Invoice processing/printing and Credit Memo procedures have been explained in earlier sections of this manual. Since you can perform these functions from Order Entry, we will not go into a full explanation here. However, this is a good option to come to if you need to Reprint an Invoice or Credit Memo, or if you would like to Invoice from outside the Job. Use the Reprint button in the upper left corner of the screen or click the Function menu to select Reprint. The screens look exactly the same as the screens that were explained in the earlier sections of this manual—see Invoice and/or Credit Memo in the Order Entry section of this documentation. When you enter this module, the top of the Invoice Selection Screen will appear as follows:
At the Job Number (2) field, you will need to type a Job Number and then click the Select Job (3) button. The Branch (1) field will default to the current Branch. You can also use the drop-down arrow in the Branch (1) field to select another Branch where applicable. Additionally, you can click the Lookup Job (4) button to prompt the RollMaster Software Sales Processing screen to make your selection, which is the easiest way to access if you don’t know the Job Number.
For multi-Branch operations, when using the Select Job option to locate a Job to invoice, if the Branch changes, you will see a prompt notifying you of the Branch change. The system also checks that the User ID and controls set up for the Branch selected are enabled. The display at the bottom will prompt the new Branch. When the Invoice process is complete, another message will prompt asking if you wish to return to the Login Branch, or original Branch.