Editing Invoicing
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'''Invoice #''' - invoice number is generated based on the Next Invoice # in the Setup module. | '''Invoice #''' - invoice number is generated based on the Next Invoice # in the Setup module. | ||
− | + | '''Reference #''' - The order number the invoice was generated for. | |
− | + | '''Balance due'''- Calculated field showing the balance due on the invoice. | |
− | + | '''Invoice Date''' – Automatically populated based on the date the invoice was generated. | |
− | + | '''Terms''' – Invoice terms for that customer. | |
− | + | '''Due Date''' – Due date based on the invoice date and the terms. | |
− | + | '''PO#''' - If the order being invoiced has a PO number, the PO number will carry over to this field. | |
− | + | '''Billing Status'''– If you are syncing SME with QuickBooks, the billing status will be imported from QuickBooks. You can use this field to void an invoice, or click Actions > Void Invoice. Make sure you uncheck Export to QuickBooks so SQLink doesn’t try to sync the voided invoice. | |
− | + | '''Invoice Type''' – This field is not editable and shows the type of invoice (combined, itemized, partial, fixed, dollar amount, percent) | |
== Types of Invoices == | == Types of Invoices == | ||
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When creating a service or install order, select the '''Invoice Type'''. The type you select will change how the order is invoiced. Watch the video or read the description below. | When creating a service or install order, select the '''Invoice Type'''. The type you select will change how the order is invoiced. Watch the video or read the description below. | ||
− | + | <videoflash>b4ETBOoSBkU</videoflash><br> | |
<h3>Combined</h3> | <h3>Combined</h3> | ||
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# Make sure the '''Inc Count''' column has the right quantity you want to include on the invoice (3). | # Make sure the '''Inc Count''' column has the right quantity you want to include on the invoice (3). | ||
# Click '''OK'''. | # Click '''OK'''. | ||
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<h3>Fixed Total</h3> | <h3>Fixed Total</h3> | ||
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<br>2. Save the order and notice the '''Fixed Rates''' tab appears (image below). | <br>2. Save the order and notice the '''Fixed Rates''' tab appears (image below). | ||
<br>3. Enter the '''fixed amount''' for labor, materials and services in the Fixed Amount column. | <br>3. Enter the '''fixed amount''' for labor, materials and services in the Fixed Amount column. | ||
− | <br>4 | + | <br>4. Add labor and materials to the order as you normally would. The Fixed Rates tab will show you your cost in the '''Item Cost''' column. Compare costs to your fixed rates by viewing the Item Profit column. |
− | + | <br>5. When you are ready to invoice the order, your customer will receive an invoice for the fixed amount set on the Fixed Rates tab. | |
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[[File:FixedRates.jpg]] | [[File:FixedRates.jpg]] | ||
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<h3>Percent of Total</h3> | <h3>Percent of Total</h3> | ||
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'''**NOTE**''' If you are syncing SME with QuickBooks, the invoice will also be in QuickBooks after your next sync. | '''**NOTE**''' If you are syncing SME with QuickBooks, the invoice will also be in QuickBooks after your next sync. | ||
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== Email or Print Invoice == | == Email or Print Invoice == | ||
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[[File:ReportAvailability.jpg]] | [[File:ReportAvailability.jpg]] | ||
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== Batch Print or Batch Email Invoices == | == Batch Print or Batch Email Invoices == | ||
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[[File:ToBePrintedFlag.png]]<br> | [[File:ToBePrintedFlag.png]]<br> | ||
− | '''Note''' - If you are syncing SME with QuickBooks and you checked the option to '''Set To Be Emailed''' by default, if the | + | '''Note''' - If you are syncing SME with QuickBooks and you checked the option to '''Set To Be Emailed''' by default, if the customer doesn't have an email address, the invoice won't be able to sync to QuickBooks. |
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