Overview & Features
Overview
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Requirements
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Generate
sales invoices from this module. This module is linked to the
Stock/Services, Jobs/Projects and Contacts modules. Sales invoices can be
entered on a line by line basis or on a textual basis. Sales invoices can
be turned into dispatch records with the click of a button. There are
various reporting options on the Options screen. Sales invoices can be
printed or emailed (as a PDF) in any currency.
Track
commission for every order based on the sale or profit amount or just on
an entered value.
Transactions can either be invoices, credit notes
or pro forma invoices.
On the Options screen you can
do the following:
Find...
Invoiced
Outstanding
You are not restricted to
just finding records based on these buttons. On the data entry screen,
clicking the 'Find' button allows you to find records based on any type of
information.
Customer reports...
Report by
Customer Detailed
Report by Customer Detailed (inc. tax
amounts)
Report by Customer Summary
Report by Area
Detailed
Report by Area Summary
Accounts
receivable
Accounts receivable - Found set or records
Tax reports...
Report by Tax
Code
Commission reports...
Detailed
commission report by name - Found set of records
Summary commission
report by name - Found set of records
Product reports...
Report by
Product Detailed
Report by Product Summary
Report by Category
Detailed
Report by Category Summary
For the current
record
Print transaction
Print
label
Create eMail
Create fax
Create letter
Create dispatch
(using current transaction)
For the
found set of records...
Print mini
list
Print labels
Time to number
converter
Use this converted to convert a time
to a number for the purposes of invoicing out time related work.
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