Knowledgebase

Invoicing

There were 17 articles found in this category:

1. Invoice Related Reports
   Sales Reports FrameReady provides helpful financial reports to support your accounting software of choice. 1. Choose Main Menu > Sales Reports. 2. Click End of Day Reports. Today's date is populated automatically. 3. Mark the boxes for which corresponding reports you wish printed or, for e ...
2. Sending an invoice as a PDF in an email
   After you have created an invoice for your customer, you may wish to email the invoice to them. To send the document by email, it must be saved in a PDF format. Note: Under the Invoice Options, the "Pause on Preview" must be set to "Yes" in order to see the option to create a PDF. It is also re ...
3. Collecting Customer Deposits
   Strategies for making the taking of deposits go smoothly. An article by Jared Davis, CPF, GCF originally appearing in Decor Magazine Nov 2009. Download the full article below.
4. Receipts Sorted by Sales Rep
   This report lists all receipts sorted by employee name on the invoice. Information includes: total receipts, tax portion before taxes, rate of commission (from Main Menu > Invoice Options > Commissions) and total commission. Commission is not paid on sales taxes. ...
5. Invoice file documents
6. Category Summary Report
   Separate your sales into taxable, tax exempt and non-taxable groupings. If you have two taxes entered into FrameReady (City and State or GST and PST),the exemption for each tax will be listed individually. Customer tax exemptions can be stored in the Contacts file and entered automatically on wo ...
7. Daily Summary Report
   At the end of the day, when you are ready to transfer your totals to your accounting program, this report gives you all the information at a quick glance. Cash receipts include credit cards, direct payments, cheques and cash. These are payments received for invoices created that day. Charged ref ...
8. Work Order Sales by Staff/Designer
   This series of reports follows the Work Order Sales by Category and provides the same date range broken out by Order Taken By or Designer field. Not only is the average dollar value of each order calculated but also the average UI dollar value. This gives a truer reflection of the ability to sel ...
9. Sales Staff Performance
   This report can be used if you provide a commission to staff based on their sales or invoice totals for each staff member. Amounts are based on totals (before tax) of all items sold on an invoice and sorted by the name in the Sales Rep field. For a more accurate report on framing by staff, see W ...
10. Payment Report
    All of the payments you receive are sorted and compiled onto this report. The amount should balance with your cash drawer. You can make your bank deposits at any time; FrameReady time stamps when your last deposit was made and calculates all subsequent entries. During high volume sales, you can ...
11. Accounts Receivable Report By Customer
    All invoices with a balance owing are presented on this report listed by customer name showing 30, 60 and 90 summary subtotals. You may print this screen as a report or print or email individual statements. HOW TO PRINT: 1. Go to Invoices file form view > Accounts Receivable Report side bar ...
12. Sales Report by Quarter
    In order to accurately use the Quarterly reports you will need to set your opening fiscal date in Main Menu > Set Up Data. This will provide you with 4 quarterly reports throughout the year. The first column is retail price and the second is wholesale cost. This report is great for matching a ...
13. Monthly or Weekly Sales Report
    Monthly and Weekly reports are available showing each invoice that was created for that time period. All totals appear at the top of the first page. Sales by Category Report and Sales of Retail Items automatically follow. HOW TO PRINT: 1. Go to Main Menu > Sales Reports. A dialog box appears ...
14. Accounts Receivable Report By Invoices
    All invoices with a balance owing are listed on this report. Totals appear at the top of the first page. As invoices are paid in full, they are automatically removed from your Accounts Receivable list. HOW TO PRINT: 1. Go to Invoices file form view > Accounts Receivable Report side bar butto ...
15. Sales Report by Customer
    Know exactly who your best customers are for any time period; an excellent way to thank or reward your best customers for their patronage. Customer ranking may be updated after this report is printed. HOW TO PRINT: 1. Go to Main Menu > Sales Reports. A dialog box appears. 2. Select Summary o ...
16. Receipts Sorted by Date
    This report may be used for Cash Basis Accounting. It breaks down the receipts for the given period and calculates the portion of tax required. It also calculates a total for taxable and non-taxable sales and does it for each of the possible two tax fields. HOW TO PRINT: 1. Go to Main Menu > ...
17. Invoice Details Daily Report
    A daily report is available showing each invoice that was created for that day. All totals appear at the top of the first page. How to Print: 1. Go to Main Menu > Sales Reports > End of Day Reports. A dialog box appears. 2. Select Day using MM/DD/YYYY or use calendar. 3. Check Invoice Deta ...