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Dispatch, Shipments and Invoicing

Once sales order lines are fulfilled, the Dispatch section gets the goods out the door and the Invoice section bills the customer. Both support doing things in stages: multiple shipments per order, and multiple invoices as deliveries happen.

Dispatch

Only fulfilled items can be dispatched. If the section says Fulfill items first, head back to fulfillment.

  1. Select the fulfilled items to send; the section shows how many items you have selected.
  2. Click Create Shipment, or search for an existing shipment to add the items to an open one.
  3. Choose a shipment carrier (or No carrier for local deliveries and pickups).
  4. Fast2Task creates the shipment and offers to print the packing slip straight away.

Each shipment shows its items, carrier and dispatched state. Use Print Shipping Documents for packing slips and related paperwork at any time.

A single order can be split over as many shipments as you need, and a shipment can carry items from more than one order, so you can dispatch what’s ready, when it’s ready.

Invoicing

There are two ways to invoice a sales order:

Invoice a shipment

Each dispatched shipment that hasn’t been invoiced yet shows an Invoice Shipment button. One click creates an invoice for exactly what was on that shipment, the natural fit when you bill per delivery.

Invoice selected lines

Click Create Invoice to open Select Lines to Invoice. Tick the lines (or Select All) and quantities to bill. Lines that are not fulfilled or already invoiced are flagged so you can’t double-bill by accident.

Choose the invoice date:

  • Today
  • Shipment dispatched date
  • Shipment created date

Fast2Task creates the invoice, links it back to the sales order lines, and shows each invoice with its Draft/Paid status right on the sales order.

Re-invoicing

If you need to invoice a line again (say the original invoice was credited), tick Allow Reinvoice to override the already-invoiced guard. Use it deliberately; it exists for corrections, not for routine billing.

Progressive invoicing

Because fulfillment, dispatch and invoicing are all tracked per line quantity, progressive billing works naturally: ship 40 of 100 units and invoice them, ship the remaining 60 next month and invoice those. The sales order shows exactly what’s outstanding at each stage, and reaches Invoiced status when everything has been billed.