Knowledgebase

This blue tab is located at the bottom of the Contacts file.

 1. The Date that the invoice was created is displayed and cannot be modified from this screen. The date may not match the work order date or dollar amount. This field can be searched using the Find button.

2. The Inv Num (invoice number) field is auto-filled.

3. Displays the Total amount of an invoice after taxes. Changes made to the invoice file will also appear here.

4. The Payment field shows the dollar value which the customer has applied to their account. This field is not modifiable.

5. The total Balance still owed by the customer is displayed. It is automatically updated when payment is applied to an invoice.

6. Clicking this button goes directly to the specified invoice.

7. The Opening Sales field can be used to show the amount of money the customer spent prior to using FrameReady. If you have switched from another POS software, information from the other program can be entered here. The amount in the Opening Sales field is also calculated into the invoice Totals box.

8. Last Purchase date indicates the last time an invoice was created. When an invoice is created, this date is automatically updated in the customer’s record. Work orders created will not affect this date. Records can be searched using this field (e.g. Use it to find everyone who hasn’t been in your business for the last six months and contact them). The Previous Purchase date will identify when the customer made a purchase (invoice was created) prior to the last date. This will identify the frequency of the customer’s purchases.

9. Total Sales, after taxes, plus Opening Sales, are auto-filled.