Editing Invoicing
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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. | ||
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<h3>Combined</h3> | <h3>Combined</h3> | ||
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If you are syncing SME with QuickBooks, watch the video below to see how the invoices created in SME sync to QuickBooks and how income is passed. | If you are syncing SME with QuickBooks, watch the video below to see how the invoices created in SME sync to QuickBooks and how income is passed. | ||
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You will also want to understand how to setup the [[Default Export to QuickBooks Settings]] and review the [[SQLink]] section of the wiki. | You will also want to understand how to setup the [[Default Export to QuickBooks Settings]] and review the [[SQLink]] section of the wiki. | ||
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<br>'''RE-INVOICE THE ORDER''' | <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 == |