Invoice Management

What if your invoice process could be quick and painless, from start to finish? With Foodist’s Invoice Management, it is! This section is built to guide you smoothly through the sales cycle—from order to payment—without breaking a sweat. Instantly see invoice status, totals, and key dates, all lined up and ready to roll. Need to print Pick Lists or update statuses? Use bulk actions to handle a bunch at once with just one click. And with powerful filters and sort tools at your fingertips, finding the info you need is as easy as pie!

• Filter and sort with ease to find the info you need in seconds.
• Stay on top of order statuses without breaking a sweat.
• Keep delivery routes and dates in check at a glance.
• Save time with bulk actions to update statuses or print pick lists in one go.

They say the devil’s in the details – well, Foodist takes the devil out of the equation with simple but powerful features that won’t get you hot under the collar. Our invoice system is fully integrated, so key info like delivery routes and account details fill in automatically—no more repetitive data entry or costly mistakes. Adding products is a breeze too—pull straight from inventory or a customer’s Favorites list to save time. Got catch weights? We’ve got you covered there too, complete with smart alerts if something’s out of range. Plus, you can collapse or expand line items to keep your screen clean and focused, and easily add preset or custom charges with just a click. Simple, smart, and made to make your day easier.

• Customer info, delivery routes, and more auto-fill from the account—no extra clicks needed
• Add items in a flash using the searchable catalog or each customer’s Favorites list
• Pricing is calculated automatically, so it’s always spot-on for every customer
• Smart alerts keep you on track and help prevent costly slip-ups

Need to keep your order processing running smoothly? With Foodist, creating a pick list is as easy as clicking a button. Print it out or generate a PDF to take on the go—whatever works best for your team. Each pick list is color-coded and numbered to match its invoice, so everything stays neat and easy to track. Whether you’re handling one order or a whole batch, the flexible interface makes it simple to generate exactly what you need, when you need it.

• Generate pick lists with a single click—fast and hassle-free
• View on mobile or print it out, whatever fits your flow
• Each list is numbered and color-coded to match its invoice, no guesswork needed
• Flexible interface lets you create just one, or many pick lists at once.

Creating invoices in Foodist is smooth sailing—because everything you need is already connected. Customer info autofills the moment you select an account, and their favorite products are right there on the same screen for quick access. You’ll even see their current balance and account status so you can make smart calls, like whether an order should be marked C.O.D. Add a product line, and all the details—from descriptions to pricing—flow in from your catalog automatically. Foodist takes care of the math based on your pricing tiers and customer settings—no more second guessing or napkin math required.

• Customer account info fills in automatically—no double entry, no hassle
• Lightning-fast pricing calculations based on the customer, their pricing tier, and any special tweaks you’ve made
• Account balance and status are front and center, with helpful alerts if anything needs your attention
• Smart inventory integration monitors entered catch weights and pricing edits to notify you automatically of issues or manual changes.