See Also: Invoice

Automatic Invoice Tracking

Automatic Mileage Tracking

When you are invoicing a customer and the invoice has "Drop Off" selected for the shipping method, you will notice a "Miles" field in the summary area of the invoice. If you are delivering the product to your customer, you can enter the number of miles to your customer's house. The miles field allows accuracy to the tenth of a mile. (1.5 = one and a half miles) The miles field is recorded for each customer so you'll only have to enter it once. When processing invoices, if the invoice has "Drop Off" selected for shipping type and the miles field is greater than 0, the system will automatically add a mileage entry into your balance sheet listing the customer's name and invoice number along with the miles traveled. IMPORTANT! Automatic entries are generated with the current Cents Per Mile entered into your Balance Sheet! Deleting an invoice will automatically delete any expense entries which it generated. Deleting the auto expense entry in the balance sheet will not effect the invoice which created it.

Automatic Credit Card Expenses

When you update your settings window with the discount rate for any credit cards you accept, the system will automatically create an expense entry when a customer pays with a credit card. The entry lists the invoice number, the total monies received and the discount rate entered in your “More Settings” window. The entry will only be created where an invoice has a credit card selected for the payment method and you’ve entered a credit card discount in your settings window.

See Also

Entering products into invoices

Invoice Window Description

Invoice totals/summary

Invoicing Gifts/Demos/Personal Use

Processing Invoices