Invoicing - Revision history

DavidG: Fixed video player

2023-10-26T19:13:29Z

Fixed video player

2022-09-08T18:01:31Z

fixed video player

2016-08-23T20:32:17Z

Batch Print or Batch Email Invoices

2016-08-23T19:46:20Z

Batch Print or Batch Email Invoices

2016-08-23T19:43:50Z

Batch Print or Batch Email Invoices

2012-09-20T16:54:50Z

Rollback Invoice and make changes to the order

2012-09-20T16:54:20Z

Rollback Invoice and make changes to the order

2012-09-20T16:53:08Z

Rollback Invoice and make changes to the order

2012-09-20T16:51:39Z

Rollback Invoice and make changes to the order

2012-09-17T19:58:30Z

@@ Line 169: / Line 169: @@
 If you are syncing SME with QuickBooks, watch the video below to see how the invoices created in SME sync to QuickBooks and how income is passed.
-<videoflash>LWcmKN2GbnE</videoflash><br>
+{{#ev:youtube| LWcmKN2GbnE }}
 You will also want to understand how to setup the [[Default Export to QuickBooks Settings]] and review the [[SQLink]] section of the wiki.

@@ Line 50: / Line 50: @@
 When creating a service or install order, select the '''Invoice Type'''. The type you select will change how the order is invoiced. Watch the video or read the description below.
-<videoflash>b4ETBOoSBkU</videoflash><br>
+{{#ev:youtube| b4ETBOoSBkU }}
 <h3>Combined</h3>

@@ Line 231: / Line 231: @@
 Customer doesn't have a matching email address with QuickBooks, the invoice won't be able to sync over.
 <br>
-  '''Error''':
+  '''Error:'''
 <br><u>
 : There was an error when saving a Invoice.  QuickBooks error message: The email address specified for this customer is invalid, and the transaction is marked 'To be e-mailed'.

@@ Line 228: / Line 228: @@
 [[File:ToBePrintedFlag.png]]<br>
-'''Note''' - If you are syncing SME with QuickBooks and you checked the option to '''Set To Be Emailed''' by default, if the billing customer doesn't have an email address, the invoice won't be able to sync to QuickBooks.
+'''Note''' - If you are syncing SME with QuickBooks and you checked the option to '''Set To Be Emailed''' by default, if the Billing
 <br>
   '''Error''':
@@ Line 234: / Line 235: @@
 : There was an error when saving a Invoice.  QuickBooks error message: The email address specified for this customer is invalid, and the transaction is marked 'To be e-mailed'.
 </u><br>
-'''Solution:''' Apply correct email to Billing Bustomer or uncheck '''To Be Emailed'''.
+'''Solution:''' Apply correct email to Billing Customer or uncheck '''To Be Emailed'''.
 <br>
 <br>

@@ Line 228: / Line 228: @@
 [[File:ToBePrintedFlag.png]]<br>
-'''Note''' - If you are syncing SME with QuickBooks and you checked the option to '''Set To Be Emailed''' by default, if the customer doesn't have an email address, the invoice won't be able to sync to QuickBooks.
+'''Note''' - If you are syncing SME with QuickBooks and you checked the option to '''Set To Be Emailed''' by default, if the billing customer doesn't have an email address, the invoice won't be able to sync to QuickBooks.
+<br>
 '''Void Invoice'''
 Click '''Action''' > '''Void Invoice''' to void the invoice. The billing status on the invoice changes to Voided. The invoice is closed and moves the order from invoiced to closed.
@@ Line 241: / Line 248: @@
 #    Void the invoice in QuickBooks.
 #    Void the invoice in SME.
 == Calculate Finance Charge ==

@@ Line 210: / Line 210: @@
 <br>
 <br>'''RE-INVOICE THE ORDER'''
-'''NOTE:''' If you want to use a different invoice number, before you invoice the order, go to the Totals tab and click '''Reset''' next to the invoice number.
+<br>'''NOTE:''' If you want to use a different invoice number, before you invoice the order, go to the Totals tab and click '''Reset''' next to the invoice number. Otherwise the invoice number will be the same as the original invoice number.
 <br>[[File:ResetNextInvoiceNumber.png]]
 <br>1. In the order, click '''Actions''' > '''Generate Invoice'''.

@@ Line 212: / Line 212: @@
 <br>1. In the order, click '''Actions''' > '''Generate Invoice'''.
 <br>2. The order status will change to 'Invoiced' and an invoice is created.
-<br>'''NOTE:''' If you need to keep the same invoice number, instead of clicking '''Actions''' > '''Generate Invoice''' on the order, follow these steps:
+<br>'''NOTE:''' If you want to use a different invoice number, before you invoice the order, go to the Totals tab and click Reset next to the invoice number.
 == Batch Print or Batch Email Invoices ==

@@ Line 196: / Line 196: @@
 == Rollback Invoice and make changes to the order ==
-Once you invoice an order you cannot change the order. To make changes to an order once it has been invoiced, you will need to rollback the invoice, make changes to the order, then re-invoice the order.
 <br>'''DELETE PAYMENT'''
 <br>If you have a payment applied on the invoice you are trying to edit, delete the payment first.

@@ Line 92: / Line 92: @@
 #       Make sure the '''Inc Count''' column has the right quantity you want to include on the invoice (3).
 #       Click '''OK'''.
 <h3>Fixed Total</h3>