The Send Invoice button allows customers to immediately send invoices from ZORT to the PEAK system. This function sends data from ZORT to create invoices on PEAK one at a time. Follow the steps below to configure and use this feature:
How to Transfer Information to PEAK
1. Go to Settings and select Integration.
2. Click on the PEAK channel.
3. Select the Edit button.
4. Click on Invoices and Expense Records.
5. Check the box for Send Invoice Data to enable ZORT to send invoice information to PEAK.
6. Set the desired status for sending data to PEAK.
7. Check the box for Send Cancellation Data if you want canceled transactions in ZORT to be reflected as canceled documents on PEAK.
8. Click Save.
Sending Invoice Data to PEAK
1. Go to the Orders menu and select Orders.
2. Click on the order you want to send.
3. Go to the Accounting button.
4. Select Send Invoice to PEAK.
5. Click Confirm.
6. The store can check the documents sent to PEAK under Account Documents.
Example of Invoice Documents on ZORT
With these steps, your store will be able to send sales data from ZORT to create invoices on PEAK instantly.
If you are interested in utilizing our comprehensive store management system,
we encourage you to reach out for further information.
Please do not hesitate to contact us at:
Phone: 02-026-6423
Email: support@zortout.com
LINE: @zort
