Comprehensive: Create / Change Invoice & Credit Memo
Go in-depth! This comprehensive course goes through all the features of the Create / Change Invoice & Credit Memo screen plus System Preferences and Security Settings connected to every feature.
Introduction to Invoicing
FREE PREVIEWThe Invoice Header Panel
Call List
Invoice Mode
Billing Detail
Account Inquiry & Contacts
Comments
The Customer Detail Panel
The Customer Chart / Grid / Promotions
Add / Delete Buttons
Edit Modes
Lot Info Button
Weight Button
COOL Info Button
Prior Sales
Sale Pricing
Substitute
Find Item
GP Info
Line Item Grid
Invoice Status Panel
Taxes & Fees Panel
Customer Location Map
Item History
Fall Off Panel
Add-On Panels: EWM / POD / .DOC
The Invoice Footer Section
Order Confirmation Email
Printing Your Invoice
Return Codes, Return Qty & Return Weight
Packer Information
Emailing Your Invoice
Revision History
Problem Item
Helpful Reference: V4 Knowledgebase
Helpful Reference: V4 Modifications
Helpful Reference: Pricing Hierarchy
Hajer Quilang
Hajer has been with NECS since 2012. She has worn several hats at NECS: Technical Support, Software Implementation, In-house and On-site Trainings plus Software Testing. Now, you'll find her working on FDU.
Hajer currently lives in Philadelphia. In her spare time she likes to watch movies, dabble in poetry, hike, try weird food and sing off-key! Drop her a note for comments, feedback, and suggestions!
Cyndy Edwards