Knowledgebase

Side Bar Buttons

There were 10 articles found in this category:

1. Setting Up the Invoice Options
   The Invoice Options side bar button offers printing selections and automatic entry of information. Customize the program to meet your needs and change as needed. Also accessed by Main Menu > Invoices Options. This dialog box appears. 1. FrameReady comes with two pre-form ...
2. Shipping Address Side Bar Button
   The grey Shipping Address side bar button located down the left side of the Invoice file allows you to enter an address to ship to if it is different than contact's address. This entry only affects this invoice. The information is not transferred to the Contacts file. If the shipping address ...
3. Apply $ to Multiple Invoices Side Bar Button
   The grey Apply $ to Multiple Invoices side bar button will take a single payment from a customer and apply it to any unpaid invoices. This dialog box appears. 1. Select the name of the customer. The ID will be entered into all of the fields. 2. Click Continue. 3. Confirm the cus ...
4. Print Statements for Overdue Accounts Side Bar Button
   The Print Statements For Overdue Accounts side bar button finds all invoices with a balance due older than thirty days and prints out a statement for each customer, including all subsequent invoices with a balance due up to the present date. Printed statements are designed to fit a #10 window e ...
5. Sales Performance Side Bar Button
   The gret Sales Performance side bar button located down the left side of the Invoice file will generate a sales summary report for a specific period for all employees entered in the Sales Rep field. The sales period is determined by entering a range of dates in the Sales Performance dialog box.
6. Accounts Receivable Report Side Bar Button
   The grey Accounts Receiveable Report side bar button is located down the left side colum of the Invoice file. Presents this dialog box. Receivables can be viewed, either sorted by Invoices, or by customer with Aging subtotals, i.e., 30, 60, 90 and over. Each report serves a different purpose. ...
7. Payment Report Side Bar Button
   The grey Payment Report side bar button is located top left of the Invoice file and presents this dialog box. Two options are available for searching your receivables. The first option finds all receivables using a time stamp of the last printed report. After the report is printed a new time s ...
8. Statement for this Customer Side Bar Button
   The grey Statement for this Customer side bar button is located top left of the Invoice file and presents this dialog box. If all the invoices for this customer are Paid in Full, this dialog box appears. Click OK to resume. If outstanding monies are owed by this customer a Statement will appea ...
9. Void Invoice Side Bar Button
   The Void Invoice side bar button is located at the top left of the Invoice file and is used to void the current invoice. If the invoice was created within the current month and has no payments entered, then this message box asks you to Void or Cancel. If the invoice shows money received this d ...
10. Find All Unpaid Invoices Side Bar Button
    The grey Find All Unpaid Invoices side bar button looks up these invoices and presents them in a list view. If only one is found it will present the form view.