LifeSaver Invoices

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Your answer is at this link, within the thread linked above.

http://www.thegrumble.com/showpost.php?p=268871&postcount=71

The short answer is to keep that setting in configure to NONE, and when you write up an order click the INVOICE button when you want it invoiced for a commercial client. A box will pop up asking for the optional PO #, and an invoice will print immediately.

If you scroll to the bottom of the above link, you can get a printable 20 page PDF that contains all 46 tips. I updated it a few hours ago, in fact.

Best regards
Mike
 
????

Mike,

You say click printing and options...I see no button for those in the configuation window. But I have set ticket auto invoice to none and then I go to a ticket and ask for an invoice. The window comes up, I select bill now, click ok and nothing happens?!

What's up with this??
 
Hi Joel

I should have been clearer in the instructions, and just went back and improved them with one final step. I didn't mention that when you are done writing up the order, you want to hit SAVE. This completes the order, and generates the printouts.

How To Invoice A Client, When Writing Up an Order

From the Framing Order screen:
-Write up the order as normal
-When finished, click INVOICE
-(optional) Enter P.O. (purchase order) number from client
-Select a billing method ie: "BILL NOW"
Options explained:
-BILL NOW - Prints the invoice immediately
-BILL TODAY - Prints invoice(s) at the daily closing report
-BILL WHEN DUE - Prints at closing, but not until terms are due
-Click OK
-Click SAVE as you normally would, and an invoice will print with the workorder.

Best regards,
Mike
 
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