To get to this, access Enterprise for Windows. Enterprise for Windows | Transactions | Invoicing | Process End of Day
- Interface Shipping
- Tracking numbers are attached to the order. This requires that you own Shipping Interface, and it is configured properly.
- This is identical to the process found at Transactions | Invoices | Interface Shipping.
- Capture Credit Cards
- This will capture any authorized credit card payments for orders that have been selected. If any problems arise such as a card is declined, this will be noted on the report this process generates.
- This is identical to the credit card payment capture routine which can be found at Processes | Credit Cards | Capture Selected Orders.
- Invoice
- Selected orders are invoiced.
- This is identical to the process found at Transactions | Invoices | Process Invoices.
- Post
- Invoiced orders are posted. After this point no further changes may be made to an order. Any alterations must be made through a credit memo.
- These steps are identical to the those found at Transactions | Invoices | Post Invoices.
- Send Shipping Confirmation
- Emails are sent to the customer regarding the shipment of their order. This requires the customer to be set to receive emails and to have a valid email address. If they don't, this step is skipped for that invoice.
- This is identical to the process found at Transactions | Invoices | Send Shipment Confirmations.
- Send Invoices
- Customers are sent an email of their posted invoice. This requires the customer to be set to receive emails and to have a valid email address. If they don't, this step is skipped for that invoice.
- These steps are identical to those found at Transactions | Invoices | Print/Send Confirmations.
- Age Customer Balances
- Update the Current, 30, 60, Over 60 aged balance accumulators on customers.
The user has the option to choose all of these or select only the ones needed.
In order to access these, follow this path from Enterprise for Windows | Transactions | Invoicing | Process End of Day.
Select the check box next to the ones you want to run. As these run, the Run Time and Total Time appear. Once they have finished, a check mark appears in the "Complete" check box.
In addition, this process can be completely automated with the Process End of Day job with
Job Master. This job has the following options: