| Advanced
Precision Estimating Help Files - Printing
off an invoice for a customer |
An
invoice is provided to the customer as a final bill. The invoice
consists of all items added from the catalog to the estimate.
|
|
| 1)
From Advanced Precision Estimating select View, Estimates. |
| 2)
Select the estimate you wish to invoice for and select Actions,
Edit Record. |
| 3)
Once the estimate is open select Reports, Invoice Report. |
| 4)
From the Invoice Properties dialog box enter an invoice number. |
| 5)
Enter a shipping amount, and tax information if necessary. |
| 6)
Enter a description in the descriptions fields. |
| 7)
Click Ok. |
| 8)
An invoice report will be generated. |
|
| Click
here for more information about Invoicing. |
|
| Congratulations!
You have mastered the basics of Advanced Precision Estimating.
For more information about each view, see the Contents under
Using Borderwave’s Advanced Precision Estimating. |
