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  3. Automatically complete shipment after issuing invoice for the shipment in full

Automatically complete shipment after issuing invoice for the shipment in full

Companies differ in the way they invoice their customers. Some invoice after they’ve issue an order. Others might issue an invoice after shipping the goods to their customers. Whatever the case may be, Paragon has you covered!

In this doc, we’ll walk you through the invoicing functionality relating to shipments. We’ll show you that in Paragon ERP, if you issue a shipment, and issue an invoice off of that shipment in full, the shipment will be automatically completed in Paragon!

Step 1: Issue your shipment

First, you’re going to need to issue a shipment to one of your customers.

Once you’ve issued your shipment, navigate to the invoice module to create an invoice from this shipment.

Step 2: Issue an invoice from a shipment

Here, you’re going to want to create your invoice from your shipment.

Once you’ve issued your invoice, you will see the following notifications in the top right corner of the screen. One of those notification references the shipment(s) that has been automatically completed.  After these messages disappear, you will see your invoice listed as ISSUED.

Step 3: Verify the shipment has been completed

Your shipment has now been completed. To verify, go back to the shipment module, and verify the status.

If you do not issue the invoice in full (i.e. if you invoice for less than the full amount of the shipment) your shipment will not be completed automatically. 

 

Updated on January 22, 2019

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