User contributions
Jump to navigation
Jump to search
- 13:03, 10 June 2011 diff hist +23 Search Invoices current
- 13:00, 10 June 2011 diff hist +2,617 N Search Invoices Created page with "The search functionality is the same throughout SME. You can search invoices the same way you can search orders, customers and leads. You can choose which columns you are viewing..."
- 13:00, 10 June 2011 diff hist 0 N File:Searchwindow OpenInvoices.jpg current
- 12:59, 10 June 2011 diff hist 0 N File:SearchOpenInvoices.jpg current
- 12:07, 10 June 2011 diff hist +798 N Email or Print Invoice Created page with "Once the invoice is created it should be immediately sent to the customer. # Go to the invoice. # Click '''Print/Email'''. # In the menu, everything above the ..."
- 12:07, 10 June 2011 diff hist 0 N File:ReportAvailability.jpg current
- 11:38, 10 June 2011 diff hist 0 N File:PrintInvoice.jpg current
- 02:15, 10 June 2011 diff hist +894 N Syncing SME Invoices with QuickBooks Created page with "Default Export New Invoices to QuickBooks If you want all new invoices created in SME to export to QuickBooks: <br>1. Go to '''Setup''' module > '''Company''' > '''Order..."
- 02:15, 10 June 2011 diff hist 0 N File:DefaultExportNewInvoices.jpg current
- 02:14, 10 June 2011 diff hist 0 N File:ExportToQuickBooks.jpg current
- 02:10, 10 June 2011 diff hist +15 Batch Print/Email Invoices
- 02:08, 10 June 2011 diff hist +39 Batch Print/Email Invoices
- 02:05, 10 June 2011 diff hist 0 Invoice Numbers in SME and QuickBooks
- 02:03, 10 June 2011 diff hist 0 N File:OrderDefaults NextInvoiceNumber.jpg current
- 02:03, 10 June 2011 diff hist 0 N File:DontUpdateNextInvoicenumberChecked.jpg current
- 02:03, 10 June 2011 diff hist 0 N File:DontUpdateNextInvoiceNumber.jpg current
- 02:03, 10 June 2011 diff hist +2,854 N Invoice Numbers in SME and QuickBooks Created page with "When setting up SME to sync with QuickBooks, you have to decide how you want invoice numbers to sync. # Open '''SQLink'''. # Click '''File''' > '''Setup'''. # Locate ''..."
- 01:54, 10 June 2011 diff hist +1,515 N Invoicing Orders Created page with "To find the orders that are ready to be invoiced, you will need to search for all closed orders. '''To find all closed orders:''' <br>1. Select the Service or Install modu..." current
- 01:53, 10 June 2011 diff hist 0 N File:SearchClosedOrders.jpg current
- 01:53, 10 June 2011 diff hist 0 N File:QuickInvoice.jpg current
- 01:47, 10 June 2011 diff hist +8 Recurring current
- 01:46, 10 June 2011 diff hist 0 N File:NextInvoiceDate.jpg current
- 01:46, 10 June 2011 diff hist 0 N File:GenerateRecurringInvoices.jpg current
- 01:45, 10 June 2011 diff hist 0 N File:OnStartupRecurringInvoices.jpg current
- 01:45, 10 June 2011 diff hist 0 N File:RecurringInvoiceDates.jpg current
- 01:42, 10 June 2011 diff hist +4,397 N Recurring Created page with "The Recurring section of the Receivables module allows you to setup rules for SME to generate an invoice on a regular basis. For example, use recurring invoices if you send out q..."
- 00:40, 10 June 2011 diff hist 0 N File:Payments Disbursements.jpg current
- 00:39, 10 June 2011 diff hist 0 N File:PaymentStatus.jpg current
- 00:39, 10 June 2011 diff hist 0 N File:Payments.jpg
- 00:38, 10 June 2011 diff hist 0 N File:ConfirmPayment.jpg current
- 00:38, 10 June 2011 diff hist 0 N File:Payment DetailsSettins.jpg current
- 00:38, 10 June 2011 diff hist +2,608 N Payments Created page with "You can enter payments either from an invoice or directly in Payments and apply the payment to an open invoice. If you are syncing SME with QuickBooks, payments can be entered ei..."
- 00:27, 10 June 2011 diff hist 0 N File:PercentOfFixedtotal.jpg current
- 00:27, 10 June 2011 diff hist 0 N File:FixedTotalPlaceholder.jpg current
- 00:26, 10 June 2011 diff hist +1,719 N Invoice a percent of a fixed invoice Created page with "If you setup a fixed invoice and you are ready to invoice the order, a fixed invoice will invoice the total order. If you need to invoice a percentage of a fixed amount, you will..." current
- 00:21, 10 June 2011 diff hist +338 N Invoice Type - $ - Dollar Amount Created page with "When generating an invoice for an order with $-Dollar Amount invoice type, you will be prompted to enter the dollar amount you want to convert to an invoice. SME will allow gener..." current
- 00:20, 10 June 2011 diff hist 0 N File:DollarAmountInvoice.jpg current
- 00:18, 10 June 2011 diff hist +185 N Invoice Type - % of Total Created page with "When generating an invoice for an order with % of Total Invoice Type, you will be prompted to enter the percent of the balance you want to convert. [[File:PercentOfTotalInvoic..."
- 00:18, 10 June 2011 diff hist 0 N File:PercentOfTotalInvoice.jpg
- 00:04, 10 June 2011 diff hist +1,095 N Invoice Type - Combined Created page with "This converts the entire order to a combined invoice. This is a good option for good tracking because all the details are in the order rather than replicated on the invoice. Belo..."
- 23:58, 9 June 2011 diff hist 0 N File:AddServiceToCombinedInvoice.jpg current
- 23:58, 9 June 2011 diff hist 0 N File:CombinedInvoice.jpg current
- 23:55, 9 June 2011 diff hist +1,127 N Invoice Type - Fixed Total Created page with "If you choose the invoice type of Fixed Total on an order, you can enter a fixed amount for material, labor and services. When you choose Fixed Total invoice type, SME adds an ad..." current
- 23:53, 9 June 2011 diff hist 0 N File:FixedRates.jpg current
- 23:52, 9 June 2011 diff hist +325 N Invoice Type - Itemized Created page with "Converting an order to an Itemized Invoice will duplicate all the items on the invoice for further editing, providing more flexibility in changing the invoice after it’s create..." current
- 23:52, 9 June 2011 diff hist 0 N File:ItemizedInvoice.jpg current
- 23:51, 9 June 2011 diff hist +1,058 N Invoice Type - Partial Created page with "Selecting the invoice type of Partial allows you to select individual items on the order to include on the invoice. Generate multiple invoices for the order until all items on th..."
- 23:51, 9 June 2011 diff hist 0 N File:PartialInvoice.jpg current
- 23:48, 9 June 2011 diff hist 0 N File:INvoiceTypes.jpg current
- 23:47, 9 June 2011 diff hist +153 N Types of Invoices Created page with "When creating a service or install order, select the Invoice Type. The type you select will change how the order is invoiced. File:INvoiceTypes.jpg" current
