Create an On‑Demand Invoice

Create an On‑Demand Invoice

Summary: Generate a single‑order invoice that bypasses rollup and posts directly to A/R.

Quick answer

Use On‑Demand Invoice when you need an immediate, standalone invoice; cash must be applied to the specific invoice rather than in a batch.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. From the order, choose **On Demand Invoice**.
    media/on-demand-invoice-01.png

    [Insert screenshot for Step 1]

  2. Review the charges and confirm; click **OK** to generate and post to A/R as a single order invoice.
    media/on-demand-invoice-02.png

    [Insert screenshot for Step 2]

  3. Print or email the invoice as needed (avoid duplicating invoice attachments in auto‑email configuration per manual note).
    media/on-demand-invoice-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Invoice appears in A/R as a single order invoice and will not be included in rollup.

Troubleshooting

If you need to adjust, use credit/redo; do not rely on rollup changes for on‑demand invoices.

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