New Invoices/Proformas

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1 Estimate No(s)

Estimate No.(s) to be invoiced.

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

2 Breakdown

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

3 Partial Proforma

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

4 Attachments

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

5 Despatch Date

Select an appropriate Despatch Date.

Choosing immediate will assign the current date.

6 Stationery

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