New Invoices/Proformas: Difference between revisions
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=== Estimate No(s) === | === Estimate No(s) === | ||
Estimate No.(s) to be invoiced. | |||
{{Open Search Multiple|estimate no.}} | |||
=== Breakdown === | === Breakdown === | ||
| Line 10: | Line 10: | ||
=== Partial Proforma === | === Partial Proforma === | ||
Partial Invoicing is covered in: [ | Partial Invoicing is covered in: [[Using_NEOSYS_Job_System#Issuing_Partial_Invoices|How to create Partial Invoices in NEOSYS]] | ||
=== Attachments === | === Attachments === | ||
Storage for related Job Files (e.g.: Artwork Samples etc) | 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. | |||
Latest revision as of 12:55, 22 February 2012
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.
