Invoice a Customer
Firstly you need to select whom you
are going to charge the invoice to. Drop down the
“Charges to” list box, you will see
three types of entries. Note
you cannot change “Charge Descriptions”
while you are in the Invoice Display””
1) Names surrounded by two stars. These are
account names used in the job but, have had their
invoice fields left as “No”. See Names
and Addresses.
2) An Account Name with “Waybill” in
brackets at the end. This is the agents account
name and is the person to whom the Waybill is
charged.
3) Just the Account name with nothing added.
These are Account names with the Invoice field
set to “yes".
Select either type 2 or 3 to go into the charges
box depending on whether you are doing an invoice
or a Waybill. Once a valid account name has been
put into the charges box, the charge descriptions
as set up in the “Charge Descriptions”
will appear. Enter in the charge for each
description.
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To Invoice a Customer
Enter the Invoice Window by clicking on the Edit
Menu and then Invoice.
For
Credit Notes just enter a minus sign (-) in front
of the amount and you automatically have a Credit
Note. You can use a different charge area (Charge
9 for example) to create a Credit Note.
To Calculate Job
Costs [Click Here]
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