New Invoices/Proformas: Difference between revisions

Latest revision as of 12:55, 22 February 2012

Estimate No.(s) to be invoiced.

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

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

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

Select an appropriate Despatch Date.

Choosing immediate will assign the current date.

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

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 [[image:Newinvoice-Proformas.jpg]]
+=== Estimate No(s) ===
+Estimate No.(s) to be invoiced.
+{{Open Search Multiple|estimate no.}}
+=== Breakdown ===
+Check the Amount by Line Option to display subtotals by line.
+=== Partial Proforma ===
+Partial Invoicing is covered in: [[Using_NEOSYS_Job_System#Issuing_Partial_Invoices|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.