Sales Invoicing Overview

The Sales Invoicing module allows you to do much more than just create invoices for your customers.  The invoicing screen can be used to record costs, enter service history for customers, track the usage of different prepaid items, and more.  Each of the following topics deal with different facets of the sales invoice and help explain how to use the powerful features available in this module.

Invoices

Creating a New Invoice - Learn various ways to create invoices and the differences between them.

The Invoice Tab - Once the invoice has been created this topic will show you what to enter in the body of the invoice and how to do it.

The Other Tabs - After populating the body you can add technicians, equipment and documents to the invoice.

Tendering a Payment - If you have the customer's payment when you're creating the invoice, learn how to apply it here.

Completing the Invoice - This topic covers saving, printing and/or emailing the invoice once it has been completed.

Point of Sale Invoices - Learn how to handle over the counter sales, scanning bar codes and using a cash drawer.

Memorizing an Invoice - This topic will show you how to create a template that you can use to easily clone invoices that you need regularly.

Loading a Memorized Invoice - Learn how to apply previously memorized sales templates to new invoices and quotes.

Credit Memos

Creating a Credit Memo - See how you can use the Credit Memo screen to give refunds, back out incorrect invoices and clear bad debt.

Quotes

Creating a Quote - Learn what quotes can do and how to use them here.

Tracking Quotes - Once you've created quotes it is necessary to follow up with them. This topic will show exactly how to do that as well as covering what happens once a quote is accepted.

Creating a Dispatch from a Quote - ESC allows you to create an unlimited number of dispatches based off a quote. This topic will show you how to do it and what comes over when you do.

Creating a Purchase Order from a Quote - Need to order parts for an accepted quote. No problems and no double entry. Just follow the steps in this topic and you can transfer all the items on the quote into purchase orders. This method works even if separate vendors are specified.

Creating an Invoice from a Quote - Whether you're doing a job draw or simply turning an existing quote into an invoice, this topic will help you do it right.

Miscellaneous Sales Topics

Finding and Recalling Invoices - Learn how to find previous created invoices, credit memos and quotes.

Progressive Billing - This topic covers setting up and creating progressive invoices for jobs.

Departmentalizing Sales - Learn how to setup and use departments to organize your sales into different profit centers for income tracking.

Modify Invoice Forms - This topic shows how to make changes to the layout of the invoice.