Adding Contacts
Step 1: Go to customer management ⦁ Select a customer account Click on contacts ⦁ Click on the “+” icon to create a new contact Step 2: ⦁ Proceed to add “First Name”, “Last Name”, “Telephone” and “E-mail”. ⦁ You can also select the default “Salutation” for the contact and fill in additional fields like […]
Adding Addresses
Step 1: Go to customer management ⦁ Select a customer account Click on “Addresses” ⦁ Click on the “+” icon to create a new address Fields marked in red are mandatory. Step 2: Fill in the fields. ⦁ Proceed to add “Address 1”, “City”, “State/Prov.”, “ZIP/PC”. ⦁ You can also set the name of the […]
Manage Invoices
After an invoiced is generated, it is possible to view and manage these in the “Manage Invoice” module. Manage Invoices Search for specific invoices by using the “Filter By” function. Set the parameters and click on the search button. Search and filter Invoices MANAGEMENT MODULES Export invoice to accounting system. View Invoice Deposits. Send invoice […]
Creating Invoices
Invoices can be generated after an order has been shipped or after it’s been added to a shipping manifest, according to company preferences from the confirmed order order area, or from the ready to invicer area. Generating an invoice from a confirmed order Step One Select the order you would like to invoice and click […]
Accounts Receivable
Step One The accounts receivable module allows the user to view and manage Aged invoices, view and record payments, deposits, credit, and debit notes. To access the accounts receivable module go to “A/R Management” and click on “Accounts Receivable”. Step Two View and Manage Invoices, Payments, Credit Notes, Debit Notes and Deposits. Step Three Filter by […]
