New Invoices/Proformas: Difference between revisions

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=== Estimate No(s) ===
=== Estimate No(s) ===
A unique number assigned to every job estimate.
Estimate No.(s) to be invoiced.
<BR>Enter an existing Estimate no. if you know it or '''F7''' to search.
 
<BR>Click on the (+) icon to create multiple estimates.
{{Open Search Multiple|estimate no.}}


=== Breakdown ===
=== Breakdown ===
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=== Partial Proforma ===
=== Partial Proforma ===
Partial Invoicing is covered in: [http://userwiki.neosys.com/index.php/Using_NEOSYS_Job_System#Issuing_Partial_Invoices How to create Partial Invoices in NEOSYS]
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

Newinvoice-Proformas.jpg

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.