Editing Invoicing
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 37: | Line 37: | ||
'''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 == | ||
Line 50: | Line 50: | ||
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> | ||
Line 92: | Line 92: | ||
# 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'''. | ||
− | |||
<h3>Fixed Total</h3> | <h3>Fixed Total</h3> | ||
Line 101: | Line 100: | ||
<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. | |
− | <br> | ||
[[File:FixedRates.jpg]] | [[File:FixedRates.jpg]] | ||
− | |||
− | |||
<h3>Percent of Total</h3> | <h3>Percent of Total</h3> | ||
Line 138: | Line 134: | ||
'''When you add labor, materials and services to the order, make sure you do not fill out the price field. Only fill out the cost field for these items'''. The only items on the order that should have prices in them are the three fixed total placeholder items you added. The partial or percent of total invoices generated will be based on the total of the three. | '''When you add labor, materials and services to the order, make sure you do not fill out the price field. Only fill out the cost field for these items'''. The only items on the order that should have prices in them are the three fixed total placeholder items you added. The partial or percent of total invoices generated will be based on the total of the three. | ||
− | |||
− | |||
− | |||
− | + | [[File:PercentOfFixedtotal.jpg]] | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | [[File: | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− |