Category: 05. Invoicing

• Accelerator Keys (Keyboard Short-cuts)
• Advance Payments
• Assigning Sales Reps and Technicians
• Bookkeeping – Credit Management Overview
• Configuring Supplemental Tax Codes & Packages
• Converting A Quote To A Workorder
• Drive-Out Pricing tab
• Flagging Time
• Gift Card Processing
• Managing Partial Fill & Backorder Tickets
• NATIONAL ACCOUNTS
• NATIONAL ACCOUNTS – BOOKKEEPER CASH
• NATIONAL ACCOUNTS – BOOKKEEPER VENDOR CREDIT
• NATIONAL ACCOUNTS – SALESREP CASH
• NATIONAL ACCOUNTS – SALESREP VENDOR CREDIT
• Shop Supplies
• Working with Quotes, Work Orders, and Invoices
• Batch Reconciliation & Batch Close
• HITS Error Codes
• Creating Service Packages
• How to add Flashing Notes
• Reversing and Replicating A Ticket
• Collecting scrap tax (for wholesale users)
• Carryover tickets & pushing workorders