New Invoices/Proformas

Estimate No(s)

Estimate No.(s) to be invoiced.

Enter estimate no. code, search for existing estimate no. or create new estimate no..

Breakdown

Check the Amount by Line Option to display subtotals by line.

Partial Proforma

Partial Invoicing is covered in: How to create Partial Invoices in NEOSYS

Attachments

Storage for related Job Files (e.g.: Artwork Samples etc)

Despatch Date

Select an appropriate Despatch Date.

Choosing immediate will assign the current date.

Stationery

Choose preprinted letterhead if using a preprinted letterhead paper or Blank Paper/Email/PDF to print the letterhead as well.