![]() Save and Preview: Save the invoice and preview it. ![]() When the invoice is due to be sent, Express Invoice will first confirm that the invoice is to be sent then automatically send it using the method was last used (i.e., Print, Email or Fax). Save as Recurring: Save the invoice with a schedule of when and how often it is to be sent.Save as Draft: Save the invoice, but don't record.You can print, email, or fax it later, if needed. Record with Payment: Record the invoice and apply payment toward the customer's account.Record and Fax: Record and send the invoice to the customer's fax number.Record and Email: Record and turn the invoice into a pdf and send it to the customer's email address.Record and Print: Record and send the invoice to a printer. ![]() To save or record, select one of the options from the Record drop-menu at the bottom of the window: You can either save the invoice as a draft, or record the invoice in the system. You have several options once you are finished filling out the details of the invoice. If the item you are entering has not been added to the system already, you can type the item details into the item list, and Express Invoice will save the new item information when you are done filling out the invoice. ![]() Adjust the quantity in the Quantity column, and the line total will automatically be updated for you. If you have preexisting items, either type or select the item number from the Item column, or select the product from the Description column drop-menu. In the bottom of this window, you can enter any notes that pertain to the invoice being created.Ĭlick anywhere inside the item list area to add a new item listing to the invoice. In the upper right, you can specify the date the invoice was created, and the salesperson. You can either select an existing customer's name from the drop down menu, which will fill out their saved details (such as shipping information) for you, or you can enter a new customer's name and address into the fields. ![]()
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