Invoice icon legend

Have you ever wondered what those trucks and symbols mean on your invoice page? Here are the answers.  This little truck, all grey, means that you have created the invoice but haven’t yet “delivered” the product. Now, you might have given it to her in real life, but you haven’t …

Exchanges with customers

You will want to start out like normal and Create an invoice by clicking on your Sales tab then click on New Invoice Then you will want to add in the product and choose Return for the one they are giving back and then Sale for the one they are …

CDS orders

Begin creating your invoice as you would any other invoice. A CDS invoice type will NOT remove products from your inventory. Keep this in mind when creating the invoice. Did you import this order from intouch? If so, you will need to create a regular sale invoice so the products …

Adding discounts to an invoice

You have two types of discounts that can be added to an invoice. Line item discounts or total invoice discounts. The graphic below explains the two types available. 1. The line item invoice is applied by either tabbing between the line item fields or clicking directly in the “Discount” box. …