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Invoice. |
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The basic function of the “Invoice” page is to create and review your invoices. At the top of the Invoice window, you will see nine main tabs:
“Unpaid”, “Current”, “1-30 days”, “31-60 days”, “61-90 days”, “91+ days”, “Paid Invoices”, “All Invoices”, and “Recently Generated.”
Each tab performs a function that is fairly self-explanitory. The “Unpaid Invoices” tab will show all unpaid invoices. The “1-30 days” tab will show a listing of invoices that are due within the time period of “1-30 days.” The “Paid Invoices” tab shows a listing of all paid invoices. The “All Invoices” tab shows a listing of all of your invoices. The “Recently Generated” tab shows a listing of invoices that have been generated while the program has been running.
At the top of each Invoice page you will see database navigation buttons. Use the New, Edit, and Delete buttons to operate your Invoice database. The Print button will print the highlighted invoice you have selected from the list below. The Generate button allows you to create invoices compiled from the list of completed jobs since the last time you have generated your invoices.
At the bottom of the Invoice page window you see the controls to sort your invoice list.
You can use the drop down box to choose how you want the list sorted.
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Ex. Creating a new Invoice.
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Click the “New” button.
A “Select Customer for New Invoice” window will appear.
You have three ways to choose the customer.
Choose the Customer by their “Customer ID.”
Choose the Customer by their “Last Name.”
Or choose the Customer by their “Customer Name.”
Click the “OK” button.
An “Invoice” window will now appear.
Click “Add Item”
Click the “Service” button.
Type in a “Service Description.”
Type in a “Sub-Total.”
Click the “OK” button.
Click the “OK” button again.
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Congratulations, you have just created your first manual Invoice using Gopher 2003. You can now move on to the next page “Schedule”.
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