Workflow for recording sales to be invoiced later.

[Geert Janssens]

On Wednesday 23 June 2010, Geert Janssens wrote:
> On Wednesday 23 June 2010, Tim Uckun wrote:
> > I want to do the following.
> >
> > Record a sale for a customer. Maybe a few days later record another
> > sale for the same customer etc.  At the end of the month I want to
> > generate invoices for the customers that I have sold things to.
> > Ideally I would be able to automatically email the customers their
> > invoices. As a fallback I would like to print all the invoices
> > (hopefully to a PDF printer so I can email them manually).
> >
> > How do I go about doing something like this?
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> 
> There are likely several ways to deal with this.
> 
> What I would do is to create an invoice with the business functions, and
>  add sales to it as they come in.
> 
> Only at the end of the month, I'd post the invoice. Then you can generate
>  an invoice report for the invoice (there are three variants, easy, fancy
>  and printable invoice, all in the reports menu), which you can then print.
>  If you are on linux or OS X printing to pdf comes pre-installed with the
>  system. On windows you can install a pdf printer yourself, like
>  pdfcreator.
> 
> There is no automated way to email the invoices from within GnuCash though.
> 
> Regards,
> 
> Geert
> 
I should have added that there's one caveat with this approach: be sure not to 
pay any sales before the invoice is posted. There is a bug in gnucash that may 
mess up the status of the payments if you pay unposted invoices.

Geert