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Processing Invoices |
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See Also:Auto Mileage,Hostess Credit Process -Select the process button at the bottom of the invoice. A Processing Invoice window will appear asking you if you want to Print This Invoice? Your options are: Yes, which will process the invoice, print it out and return to the customer contact record, No, which will process the invoice and return to the customer contact record. Or Queue which processes the invoice and adds it to the Invoice Queue. Return to the Invoice - This will close the Processing Invoice window and return you back to the invoice. When the invoice has been processed, the items will be displayed in the Contact’s Past Purchase window, removed from your inventory, and any outstanding balances transferred to the Acct. Bal. field. After processing the invoice you will be returned to the Contact Window. At this time, you may want to utilize the Notes field to jot down any notes you may have, and schedule her for a follow up call using the Call Back button. Cancel - If you select cancel, you will be asked to confirm the cancel. The system will prompt you that you will loose all changes to this invoice. OK will take you back to the Contact window, and the invoice will not be processed. Cancel is the default option, if selected you will be returned back to the invoice.
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