Manual:Accounts Receivable: Difference between revisions

Line 177:

::1. To Select an existing Quote, click [[File:Select_Quote.png]]

::2. To select an existing Order, click [[File:Select Order.png]]

:::* Information will auto-populate from existing Quote or Order and fields can be updated as necessary~~; OR enter invoice manually~~:

:::* Information will auto-populate from existing Quote or Order and fields can be updated as necessary.

::::a. ~~Enter~~ Date (typically the date of Sale)

'''Verify the following:'''

:::: b. ~~Enter~~ Customer Name (if Company name does not exist, click Add Record)

::a. Date (typically the date of Sale)

::::c. ~~Enter~~ Person (optional)

:: b. Customer Name (if Company name does not exist, click Add Record)

::::d. Bill To and Ship To Addresses will automatically populate. If different, remove displayed address by clicking on – sign and then click on + sign to choose existing address from Address Table (or add new if needed)

::c. Person (optional)

::::e. ~~Enter~~ Customer’s PO number, if applicable

::d. Bill To and Ship To Addresses will automatically populate. If different, remove displayed address by clicking on – sign and then click on + sign to choose existing address from Address Table (or add new if needed)

::::f. ~~Enter~~ SalesPerson, if applicable

::e. Customer’s PO number, if applicable

::::g. ~~Enter~~ Code (usually P1 for Inventory Sales or S1 for Service)

::f. SalesPerson, if applicable

::::h. ~~Enter~~ Quantity

::g. Code (usually P1 for Inventory Sales or S1 for Service)

::::i. Part Desc will auto-populates from the Inventory Table

::h. Quantity

::::j. Line Desc will auto-populate from the Inventory Table

::i. Part Desc will auto-populates from the Inventory Table

::::k. ~~Enter~~ Unit of product being sold (i.e. each, case, bottle, etc.)

::j. Line Desc will auto-populate from the Inventory Table

::::l. ~~Enter~~ Price (Unit) you are charging customer

::k. Unit of product being sold (i.e. each, case, bottle, etc.)

::::m. ~~Total~~ Price will auto-calculate; Tab through fields

::l. Price (Unit) you are charging customer

::::n. If item is nontaxable, tab to and uncheck this box

::m. Price will auto-calculate; Tab through fields

::::o. ~~Enter~~ Comments pertaining to this invoice, if applicable

::n. If item is nontaxable, tab to and uncheck this box

::::p. Click Save

::o. Comments pertaining to this invoice, if applicable

::p. Click Save

@@ Line 177: / Line 177: @@
 ::1.	To Select an existing Quote, click [[File:Select_Quote.png]]
 ::2.	To select an existing Order, click [[File:Select Order.png]]
-:::* Information will auto-populate from existing Quote or Order and fields can be updated as necessary; OR enter invoice manually:
+:::* Information will auto-populate from existing Quote or Order and fields can be updated as necessary.
-::::a. Enter Date (typically the date of Sale)
+'''Verify the following:'''
-:::: b. Enter Customer Name (if Company name does not exist, click Add Record)
+::a. Date (typically the date of Sale)
-::::c. Enter Person (optional)
+:: b. Customer Name (if Company name does not exist, click Add Record)
-::::d. Bill To and Ship To Addresses will automatically populate.  If different, remove displayed address by clicking on – sign and then click on + sign to choose existing address from Address Table (or add new if needed)
+::c. Person (optional)
-::::e. Enter Customer’s PO number, if applicable
+::d. Bill To and Ship To Addresses will automatically populate.  If different, remove displayed address by clicking on – sign and then click on + sign to choose existing address from Address Table (or add new if needed)
-::::f. Enter SalesPerson, if applicable
+::e. Customer’s PO number, if applicable
-::::g. Enter Code (usually P1 for Inventory Sales or S1 for Service)
+::f. SalesPerson, if applicable
-::::h. Enter Quantity
+::g. Code (usually P1 for Inventory Sales or S1 for Service)
-::::i. Part Desc will auto-populates from the Inventory Table
+::h. Quantity
-::::j. Line Desc will auto-populate from the Inventory Table
+::i. Part Desc will auto-populates from the Inventory Table
-::::k. Enter Unit of product being sold (i.e. each, case, bottle, etc.)
+::j. Line Desc will auto-populate from the Inventory Table
-::::l. Enter Price (Unit) you are charging customer
+::k. Unit of product being sold (i.e. each, case, bottle, etc.)
-::::m. Total Price will auto-calculate; Tab through fields
+::l. Price (Unit) you are charging customer
-::::n. If item is nontaxable, tab to  and uncheck this box
+::m. Price will auto-calculate; Tab through fields
-::::o. Enter Comments pertaining to this invoice, if applicable
+::n. If item is nontaxable, tab to  and uncheck this box
-::::p. Click Save
+::o. Comments pertaining to this invoice, if applicable
+::p. Click Save

Manual:Accounts Receivable: Difference between revisions

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