With this program, you can create customized invoices from products in Inventory
Tracker and customers in Contact Tracker
The Date (1) is automatically entered when you create a new record. An Invoice
# (2) is also generated.
Choose a Customer (4) from a list of people in Contact Tracker by clicking the
Select button above this field. Click the View button above this field to go
to the Contact Tracker record for that customer. Click the Go To button above
this field to go to the first or last Invoice for that Customer.
Next, choose one or more Product(s) from Inventory Tracker by clicking the Add
Product to Invoice button (7a). You will be asked for the number sold and the
selling price. The Product(s) field (7b) displays all the products ordered by
the Customer for this Invoice #.
You can use the Find BO button (7c) to determine if there are back ordered items to be shipped. Then click the Fill BO button (7c) to easily create a new invoice with the backordered items.
If you click a line in the Product(s) field and then click the Open Inventory Tracker button (7d) you will be taken to the Inventory Tracker record for that item.
The Quantity ordered is automatically deducted from the Inventory Record and
added to the Date, Qty & Price Sold field in Inventory Tracker
The total is shown in the
Invoice Amount field (3). Enter the Amount Paid (5) and the Balance Due (6)
will be calculated.
If the amount paid is less than the total due, the payment will be automatically
added to the Partial Payments field (11).
When subsequent payments are made, you must return to the record for the invoice,
enter a new Payment Date (1) and the new Amount Paid (5). The Partial Payment
(11) will be added and a new Balance Due (6) calculated.
Choose a Sales Representative (8) from a list you create.
You can add Sales Tax by clicking the Edit% button (9a). The total tax is displayed
in the Sales Tax field (9b).
Add any Shipping & Handling charges directly to this field (10).
Clicking the Create Invoice button (12) totals all amounts and creates a printable
invoice that is easy to export.
View a previously generated Invoice by clicking the View Invoice button (13).
You can also Create a Packing Slip (14) or both an Invoice and Packing Slip
by using these buttons.
Easily create an Envelope or Shipping Label with these buttons (15).
You can create a list of
Carriers to choose from (16) and add a Tracking Number (17) to the Invoice.
A Purchase Order # can also be added to the Invoice.
Add Notes or other charges such as Labor to the Notes field (19). You can add
amounts in this field to your invoice total by clicking the Add Amounts in Notes
to Invoice? button above this field. If these amounts are taxable, just click
the Add tax too? button above the Notes field.
Create reports on all the invoices in the database with one click of the Invoice
Report button (20).
For information on the unmarked Navigation and Common
Buttons, click here.