TIPS AND TRICKS

ORDER ENTRY

• Add Customer Contacts

• Automatic Notifications

• Billing Groups

• Claims and Returns

• Compulsory Customer Email and Telephone Fields

• Contra a Sales Invoice With a Supplier’s Invoice

• Convert a Quote to a Customer Order & Create a Purchase Order

• Create a Billing Group for a Contract with Retention’s

• Create Recurring Notes

• Customer Import

• Customer Import\Export User Guide

• Customer Orders - Printing Documents

• Customer Orders - View Receipts in Order Entry

• Customer Refund

• GL Breakdown of a Sale through ERRM

• Line Status Explained

• Merge Multiple Quotes into One Order

• On-Charge Credit Card Fees

• Partial Billing

• Percentage Billing

• Printing Customer Orders

• Recording a Customer’s ABN/GST Number

• Recurring Notes

• Return Samples With and Without a Scanner

• Sample Process Return; Samples With/Without Scanner; or Watch Video Here

• View Receipts in Order Entry

• Word Merge - Redesign your Quote, Estimates, and Invoice Templates

• Write Off A Bad Debt