Knowledgebase

Understanding the Invoice file

There were 9 articles found in this category:

1. Customer Information entry section on Invoice
   1. The Customer's Name is entered from the Data Entry screen. 2. The Cust Note field will display on the Contacts screen, Work Order screen and Invoice screen but does not transfer to printed documents (e.g. “Do not accept personal check”). 3. ID# automatically populates fr ...
2. Understanding the invoice screens
   FrameReady is designed so that invoicing need not be a separate task. Once work orders are filled in, click on the Post to Invoice side bar button and a new invoice is created. Gifts, crafts and other products can be easily entered by using a product number or a bar code scanner. Reports of sal ...
3. Invoice File Form View
   1. Clicking the New Invoice button will create a blank invoice with the next sequential number. Use this button to create an invoice to sell retail items (e.g. artwork, art supplies, giftware, etc.) which are not posted from a related work order. 2. Use the Printer icon to print the quantity a ...
4. Line Item section on form view
   1. Clicking the Find Work Order button allows you to move directly back to the corresponding work order. 2. Use the Data Entry button to move to the Line Item Entry screen to enter information. Payments are entered by clicking the Data Entry > Enter a Payment button. 3. Due D ...
5. Notes and Payments section
   1. Text entered into the Inv Note field will only appear on the current invoice screen. It will not appear anywhere else or on the printed invoice. If you wish to have any notes printed on the invoice the only place you can type it is in the Description field of a line item. 2. All pay ...
6. Details section of Form View
   1. The Multi Site field indicates the location where the invoice was created (only available on FrameReady Multi Site version). 2. The Invoice number is automatically serialized as new invoices are created. The invoice number can only be deleted or modified in level4. 3. The curr ...
7. Data Entry screen
   Creating a new invoice or clicking on Data Entry will take you to the Line Item Entry screen. This screen may appear differently depending on the age of the invoice. UNPAID INVOICE for CURRENT MONTH and INVOICES PAID IN FULL: If the date of the invoice falls within the current month, the Line I ...
8. Enter A Payment Section Form View
   1. Use the Edit button if a payment needs to be modified. Note: If more than four payments have been applied to the invoice, use the scroll bar on the right to view. On the one-part invoice, five of the most recent payments will print showing: Date, Tender, Reference Number (5 characters only) ...
9. Invoice List View
   The List View displays the invoices in a list. It lists how many records are showing and how many are in a found set. Click the Find All button to show every invoice ever created, no matter if they are Paid or Unpaid. Sort each column by clicking on each underlined word, i.e. Inv#, Date, Sold To ...