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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
- 00:38, 10 June 2011 diff hist 0 N File:Payment DetailsSettins.jpg current
- 00:38, 10 June 2011 diff hist +2,608 N Payments Created page with "You can enter payments either from an invoice or directly in Payments and apply the payment to an open invoice. If you are syncing SME with QuickBooks, payments can be entered ei..."
- 00:27, 10 June 2011 diff hist 0 N File:PercentOfFixedtotal.jpg current
- 00:27, 10 June 2011 diff hist 0 N File:FixedTotalPlaceholder.jpg current
- 00:26, 10 June 2011 diff hist +1,719 N Invoice a percent of a fixed invoice Created page with "If you setup a fixed invoice and you are ready to invoice the order, a fixed invoice will invoice the total order. If you need to invoice a percentage of a fixed amount, you will..." current
- 00:21, 10 June 2011 diff hist +338 N Invoice Type - $ - Dollar Amount Created page with "When generating an invoice for an order with $-Dollar Amount invoice type, you will be prompted to enter the dollar amount you want to convert to an invoice. SME will allow gener..." current
- 00:20, 10 June 2011 diff hist 0 N File:DollarAmountInvoice.jpg current
- 00:18, 10 June 2011 diff hist +185 N Invoice Type - % of Total Created page with "When generating an invoice for an order with % of Total Invoice Type, you will be prompted to enter the percent of the balance you want to convert. [[File:PercentOfTotalInvoic..."
- 00:18, 10 June 2011 diff hist 0 N File:PercentOfTotalInvoice.jpg
- 00:04, 10 June 2011 diff hist +1,095 N Invoice Type - Combined Created page with "This converts the entire order to a combined invoice. This is a good option for good tracking because all the details are in the order rather than replicated on the invoice. Belo..."
- 23:58, 9 June 2011 diff hist 0 N File:AddServiceToCombinedInvoice.jpg current
- 23:58, 9 June 2011 diff hist 0 N File:CombinedInvoice.jpg current
- 23:55, 9 June 2011 diff hist +1,127 N Invoice Type - Fixed Total Created page with "If you choose the invoice type of Fixed Total on an order, you can enter a fixed amount for material, labor and services. When you choose Fixed Total invoice type, SME adds an ad..." current
- 23:53, 9 June 2011 diff hist 0 N File:FixedRates.jpg current
- 23:52, 9 June 2011 diff hist +325 N Invoice Type - Itemized Created page with "Converting an order to an Itemized Invoice will duplicate all the items on the invoice for further editing, providing more flexibility in changing the invoice after it’s create..." current
- 23:52, 9 June 2011 diff hist 0 N File:ItemizedInvoice.jpg current
- 23:51, 9 June 2011 diff hist +1,058 N Invoice Type - Partial Created page with "Selecting the invoice type of Partial allows you to select individual items on the order to include on the invoice. Generate multiple invoices for the order until all items on th..."
- 23:51, 9 June 2011 diff hist 0 N File:PartialInvoice.jpg current
- 23:48, 9 June 2011 diff hist 0 N File:INvoiceTypes.jpg current
- 23:47, 9 June 2011 diff hist +153 N Types of Invoices Created page with "When creating a service or install order, select the Invoice Type. The type you select will change how the order is invoiced. File:INvoiceTypes.jpg" current
- 23:46, 9 June 2011 diff hist 0 N File:Invoice DetailsSettings.jpg current
- 23:44, 9 June 2011 diff hist +1,027 N Details and Settings tab - Invoice Created page with " File:invoice_DetailsSettings.jpg '''Invoice #''' - invoice number is generated based on the Next Invoice # in the Setup module. '''Reference #''' - The order number the i..." current
- 23:39, 9 June 2011 diff hist +6,469 N Invoice Overview Created page with "The invoice will show the billing address, the balance due, the type of invoice, the orders associated with the invoice, the due date and more. Below are the different sections..." current
- 23:37, 9 June 2011 diff hist 0 N File:InvoiceOverview.jpg current
- 23:35, 9 June 2011 diff hist +4 Receivables Module Overview current
- 23:35, 9 June 2011 diff hist +5 Receivables Module Overview
- 23:34, 9 June 2011 diff hist +939 N Receivables Module Overview Created page with "File:ReceivablesModule.jpg SME is not an accounting program since it does not handle accounts payable and general ledger, however it does handle Accounts Receivable functio..."
- 23:34, 9 June 2011 diff hist 0 N File:ReceivablesModule.jpg current
- 23:30, 9 June 2011 diff hist +548 N Searching Help Desks and Issues Created page with "To search the contents of the knowledge base, click Help Desk at the top of SME (circled below). File:HelpDesk.jpg <br>1. In the '''Help Desk''' window (shown ab..." current
- 23:23, 9 June 2011 diff hist 0 N File:HelpDesk Browse.jpg current
- 23:22, 9 June 2011 diff hist +6,428 N Issues Created page with "In this module you can enter issues your customers are having. If you are using WebConnect, your customers can enter their own issues and the issue will populate '''Help Desk > I..." current
- 23:22, 9 June 2011 diff hist 0 N File:HelpDesk Activities.jpg current
- 23:21, 9 June 2011 diff hist 0 N File:HelpDesk Service.jpg current
- 23:13, 9 June 2011 diff hist 0 N File:HelpDesk Issues.jpg current
- 23:01, 9 June 2011 diff hist +258 N Sales Help Desk Created page with "Sales Help Desk is the same as Help Desk. It gives you an area for you to enter articles separate from the Help Desk. Here you can enter articles that may be relevant to a certai..." current
- 22:59, 9 June 2011 diff hist 0 N File:HelpDesk DetailsSettings.jpg current
- 22:58, 9 June 2011 diff hist 0 N File:HelpDesk Search.jpg current
- 22:57, 9 June 2011 diff hist +1,428 N Help Desk Created page with "In Help Desk, you can enter articles about common problems and solutions to build up your knowledge base. You can then search this knowledge base to quickly reference the problem..."
- 22:51, 9 June 2011 diff hist 0 N File:HelpDesk.jpg current
- 22:51, 9 June 2011 diff hist +476 N Help Desk Module Created page with "The Help Desk module provides a way for you to collect knowledge in the Help Desk and to collect issues from your customers. Issues can be converted to a service order or proposa..." current
- 22:48, 9 June 2011 diff hist +39 N Searching Tips in SME 7.0 Created page with " <videoflash>W-MtmhSa8oE</videoflash>" current
- 22:47, 9 June 2011 diff hist +966 N Arrange Grids Created page with "Throughout SME you have tabs with columns of information as shown in the image below. You can arrange the columns in the order you want, remove columns from the grid, and resize ..." current
- 22:46, 9 June 2011 diff hist 0 N File:GridOnTab.jpg current
- 22:45, 9 June 2011 diff hist 0 N File:ARrangeColumnOrder.jpg current
- 22:45, 9 June 2011 diff hist 0 N File:Resizecolumn.jpg current
- 22:37, 9 June 2011 diff hist +1,239 N Navigate Created page with "Click Navigate in the different modules to quickly go to a record. File:Navigate(1).jpg <br><span style="color:orange"> 1 </span> - '''GoTo''' - quickly go to a record..." current
- 22:36, 9 June 2011 diff hist 0 N File:SelectSortOrder.jpg current
- 22:35, 9 June 2011 diff hist 0 N File:NextPrior.jpg current
- 22:35, 9 June 2011 diff hist 0 N File:Navigate(1).jpg current
- 22:02, 9 June 2011 diff hist -1 User Preferences