Invoices from Quotes

Begin at the Account module.

Search for your customer by entering the first few characters of that company name (in the “Company” field) and pressing the enter key.

Alternately, click on the “Search” menu and click on “Company” to use the full customer search. Double-click on your customer to select them to the Account screen.

Click on the Quote button .

1. Enter a Description.

2. Click on the Dates tab and adjust any dates.

3. Click on the Shipping tab and select a Location.

   1. Alternately, click on the magnifying glass next to the address field and type the location address for the customer job.

4. Click on the Payment tab.

5. In the Pay At field select Periodic Billing.

6. Click on the magnifying glass next to the Billing Terms field and double-click on LOC.

7. Click on the Default tab and select a Profit Center.

Use the button and add items.

Check the pricing on the order once the items have been added.

In the Duration field, enter the number of days being billed (e.g. 5d = 5 days) for each item.

When ready to bill, click on the happy-face icon.