Editing Invoicing
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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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== Rollback Invoice and make changes to the order == | == Rollback Invoice and make changes to the order == | ||
− | + | Once you invoice an order you cannot change the order. To make changes to an order once it has been invoiced, you will need to rollback the invoice, make changes to the order, then re-invoice the order. | |
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− | <br>''' | + | <br>'''Rollback Invoice''' |
<br>1. Go to the invoice. | <br>1. Go to the invoice. | ||
<br>2. Click '''Actions''' > '''Rollback Invoice'''. | <br>2. Click '''Actions''' > '''Rollback Invoice'''. | ||
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<br>'''NOTE:''' if you are syncing with QB and the invoice is in QB, make sure you go to QB and delete the invoice. Rolling it back in SME doesn't delete it out of QB. | <br>'''NOTE:''' if you are syncing with QB and the invoice is in QB, make sure you go to QB and delete the invoice. Rolling it back in SME doesn't delete it out of QB. | ||
<br> | <br> | ||
− | <br>''' | + | <br>'''Edit Order''' |
<br>Locate the service or install order and make the changes to the order. If you don't have permission to edit a closed order, have someone with permissions reopen the order or make the changes to the closed order for you. | <br>Locate the service or install order and make the changes to the order. If you don't have permission to edit a closed order, have someone with permissions reopen the order or make the changes to the closed order for you. | ||
<br> | <br> | ||
− | <br>''' | + | <br>'''Re-invoice the Order''' |
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<br>1. In the order, click '''Actions''' > '''Generate Invoice'''. | <br>1. In the order, click '''Actions''' > '''Generate Invoice'''. | ||
<br>2. The order status will change to 'Invoiced' and an invoice is created. | <br>2. The order status will change to 'Invoiced' and an invoice is created. | ||
+ | <br>'''Note:''' If you need to keep the same invoice number, instead of clicking '''Actions''' > '''Generate Invoice''' on the order, follow these steps: | ||
+ | * Write down the order number that needs to be re-invoices. | ||
+ | * Go to Receivables module > Invoicing. | ||
+ | * Click New > Combined Invoice and select the customer. | ||
+ | * On the Details and Settings tab, locate the '''Invoice #''' field. Click [[File:browse.jpg]] to enter the invoice number you want to use. (If you don’t see this icon, you need to add the permission to initialize numbers to your user group settings) | ||
+ | [[File:InvoiceNumberField.jpg]] | ||
+ | * Select the '''Service Orders''' or '''Install Orders''' tab to select the order you need to invoice. | ||
+ | * Click '''Save'''. | ||
== 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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'''Void Invoice''' | '''Void Invoice''' | ||
Click '''Action''' > '''Void Invoice''' to void the invoice. The billing status on the invoice changes to Voided. The invoice is closed and moves the order from invoiced to closed. | Click '''Action''' > '''Void Invoice''' to void the invoice. The billing status on the invoice changes to Voided. The invoice is closed and moves the order from invoiced to closed. | ||
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# Void the invoice in QuickBooks. | # Void the invoice in QuickBooks. | ||
# Void the invoice in SME. | # Void the invoice in SME. | ||
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== Calculate Finance Charge == | == Calculate Finance Charge == | ||
− | In order to apply a finance charge on an invoice, you need to enter a finance charge % on the customer record. When you enter a new customer in SME, you can | + | In order to apply a finance charge on an invoice, you need to enter a finance charge % on the customer record. When you enter a new customer in SME, you can enter the finance charge on the Account tab shown below. |
[[File:Customer_FinanceCharge.jpg]] | [[File:Customer_FinanceCharge.jpg]] | ||
− | You can apply finance charges to invoices for the customer individually, or have SME apply finance charges to all overdue invoices in SME. | + | You can also setup SME to enter a default finance charge for all customers you create. Then you can apply finance charges to invoices for the customer individually, or have SME apply finance charges to all overdue invoices in SME. |
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'''Set the Default Finance Charge''' | '''Set the Default Finance Charge''' | ||
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[[File:SetDefaultFinanceCharge.jpg]] | [[File:SetDefaultFinanceCharge.jpg]] | ||
− | <br>4. Locate the''' Finance Chg''' % field. Enter your finance charge in terms of | + | <br>4. Locate the''' Finance Chg''' % field. Enter your finance charge in terms of yearly finance charge amount. For example, enter 12.0 if you want 12% finance charge per year or 1% per month. |
<br>5. Select '''Save'''. | <br>5. Select '''Save'''. | ||
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[[File:utilities_generateFinanceCharge.jpg]] | [[File:utilities_generateFinanceCharge.jpg]] | ||
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== Apply Deposit To Invoice == | == Apply Deposit To Invoice == |