You can group any invoice sale type by name and invoice date. Multiple invoice types created on the same day, grouped by the same contact profile*, will appear on one row on the Weekly Accomplishment Sheet (E.g., A party with some invoices created as a Class, and others Direct Ship for the product not being removed from your inventory, but instead being shipped directly from the company).
|The table below shows where the retail amounts will be added from each invoice type to the corresponding sale columns on the Weekly Accomplishment Sheet.
|INVOICE SALE TYPES
|Reorder, PC Program, Misc, Seasonal, Personal Use, Business Supplies
|Guest Checkout, Direct Ship, Web
|Facial, Double Facial
|On The Go
|On The Go
* Choose to group from any existing contact profile from the customer, address, or unit list.
Tip: To group invoices that are tied to an event instead of a person, create a contact profile for the event, such as Customer Appreciation Sale. This will also allow you to track event details using the Contact Log, or other fields on the profile, as well as grouping them together from the WAS tab on the invoice.
From the Invoice:
For each invoice in the group, ensure that the invoice Date and Name from the WAS tab are the same.
Tip: To ungroup an invoice, from the Name drop-down on the WAS tab of the invoice, click the Clear button. When finished, click Save.
On the Weekly Accomplishment Sheet:
- To view grouped invoices on the Weekly Accomplishment Sheet (from the Reports - Tools group on the main toolbar, click WAS, or from the Business Tools menu select My WAS).
- Right-click on the row and select View Invoices, or click .