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- 13:57, 10 June 2011 diff hist 0 N File:AppliedCredit.jpg current
- 13:56, 10 June 2011 diff hist 0 N File:CreditAmount.jpg current
- 13:45, 10 June 2011 diff hist +1,004 N Post Credit to Invoice Created page with "If you are syncing SME with QuickBooks, you will want to enter your credits in QuickBooks. Click Credits Entered in QuickBooks to see how the QB Credit syncs to SME. If you a..."
- 13:35, 10 June 2011 diff hist +12 Statement current
- 13:35, 10 June 2011 diff hist +449 N Statement Created page with "To email your customer a statement, click Actions > Statement. Your customer will receive an email from you with an invoice attached summarizing the balance due. [[File:Stat..."
- 13:35, 10 June 2011 diff hist 0 N File:Statement.jpg current
- 13:31, 10 June 2011 diff hist +599 N Void Invoice Created page with "Click '''Action''' > '''Void Invoic'''e to void the invoice. The billing status on the invoice changes to Voided. The invoice is closed and moves the order from invoiced to close..." current
- 13:31, 10 June 2011 diff hist 0 N File:VoidedInvoice Uncheck.jpg current
- 13:29, 10 June 2011 diff hist -15 Batch Print Invoices current
- 13:28, 10 June 2011 diff hist +1,237 N Batch Print Invoices Created page with "SME’s batch print utility will find all invoices added to batch print and print those invoices all at once. '''Setup Batch Print Invoice Template ''' Before you can batch pri..."
- 13:28, 10 June 2011 diff hist 0 N File:AddToBatchPrint.jpg current
- 13:28, 10 June 2011 diff hist 0 N File:BatchPrintInvoice.jpg current
- 13:27, 10 June 2011 diff hist 0 N File:SetupBatchPrint.jpg current
- 13:21, 10 June 2011 diff hist -2 Past Due Notice current
- 13:20, 10 June 2011 diff hist +44 Past Due Notice
- 13:18, 10 June 2011 diff hist +907 N Past Due Notice Created page with "Click Actions > Past Due Notice to email your customer a past due notice for an overdue invoice. Before you do this, you need to setup your past due report in the Setup module. ..."
- 13:18, 10 June 2011 diff hist 0 N File:PastDueTemplate.jpg current
- 13:13, 10 June 2011 diff hist +377 N Update Customer and Billing Address Created page with "If you change the address on the site tab or billing tab for a customer record, the address on the invoice won’t automatically be updated. To update the customer address (site ..." current
- 13:13, 10 June 2011 diff hist 0 N File:Actions RefreshFromCustomer.jpg current
- 13:11, 10 June 2011 diff hist +1,792 N Change the Invoice Billing Address or Company Created page with "<h3>Change the billing company on an invoice</h3> # Go to the Invoice. # Click '''Actions''' >''' Roll back Invoice'''. # Go to the order the invoice was gener..." current
- 13:03, 10 June 2011 diff hist +23 Search Invoices current
- 13:00, 10 June 2011 diff hist +2,617 N Search Invoices Created page with "The search functionality is the same throughout SME. You can search invoices the same way you can search orders, customers and leads. You can choose which columns you are viewing..."
- 13:00, 10 June 2011 diff hist 0 N File:Searchwindow OpenInvoices.jpg current
- 12:59, 10 June 2011 diff hist 0 N File:SearchOpenInvoices.jpg current
- 12:07, 10 June 2011 diff hist +798 N Email or Print Invoice Created page with "Once the invoice is created it should be immediately sent to the customer. # Go to the invoice. # Click '''Print/Email'''. # In the menu, everything above the ..."
- 12:07, 10 June 2011 diff hist 0 N File:ReportAvailability.jpg current
- 11:38, 10 June 2011 diff hist 0 N File:PrintInvoice.jpg current
- 02:15, 10 June 2011 diff hist +894 N Syncing SME Invoices with QuickBooks Created page with "Default Export New Invoices to QuickBooks If you want all new invoices created in SME to export to QuickBooks: <br>1. Go to '''Setup''' module > '''Company''' > '''Order..."
- 02:15, 10 June 2011 diff hist 0 N File:DefaultExportNewInvoices.jpg current
- 02:14, 10 June 2011 diff hist 0 N File:ExportToQuickBooks.jpg current
- 02:10, 10 June 2011 diff hist +15 Batch Print/Email Invoices
- 02:08, 10 June 2011 diff hist +39 Batch Print/Email Invoices
- 02:05, 10 June 2011 diff hist 0 Invoice Numbers in SME and QuickBooks
- 02:03, 10 June 2011 diff hist 0 N File:OrderDefaults NextInvoiceNumber.jpg current
- 02:03, 10 June 2011 diff hist 0 N File:DontUpdateNextInvoicenumberChecked.jpg current
- 02:03, 10 June 2011 diff hist 0 N File:DontUpdateNextInvoiceNumber.jpg current
- 02:03, 10 June 2011 diff hist +2,854 N Invoice Numbers in SME and QuickBooks Created page with "When setting up SME to sync with QuickBooks, you have to decide how you want invoice numbers to sync. # Open '''SQLink'''. # Click '''File''' > '''Setup'''. # Locate ''..."
- 01:54, 10 June 2011 diff hist +1,515 N Invoicing Orders Created page with "To find the orders that are ready to be invoiced, you will need to search for all closed orders. '''To find all closed orders:''' <br>1. Select the Service or Install modu..." current
- 01:53, 10 June 2011 diff hist 0 N File:SearchClosedOrders.jpg current
- 01:53, 10 June 2011 diff hist 0 N File:QuickInvoice.jpg current
- 01:47, 10 June 2011 diff hist +8 Recurring current
- 01:46, 10 June 2011 diff hist 0 N File:NextInvoiceDate.jpg current
- 01:46, 10 June 2011 diff hist 0 N File:GenerateRecurringInvoices.jpg current
- 01:45, 10 June 2011 diff hist 0 N File:OnStartupRecurringInvoices.jpg current
- 01:45, 10 June 2011 diff hist 0 N File:RecurringInvoiceDates.jpg current
- 01:42, 10 June 2011 diff hist +4,397 N Recurring Created page with "The Recurring section of the Receivables module allows you to setup rules for SME to generate an invoice on a regular basis. For example, use recurring invoices if you send out q..."
- 00:40, 10 June 2011 diff hist 0 N File:Payments Disbursements.jpg current
- 00:39, 10 June 2011 diff hist 0 N File:PaymentStatus.jpg current
- 00:39, 10 June 2011 diff hist 0 N File:Payments.jpg
- 00:38, 10 June 2011 diff hist 0 N File:ConfirmPayment.jpg current