On-Line Manual
Bookmarks
Client Vehicle Invoice Accounts Ledger Parts Orders Utilities Docket Workshop
Prepare work orders and invoices for jobs performed on vehicles or for clients without a vehicle. Load work orders in progress for further additions of work performed and parts used. Delete a work order in progress. View any invoice by many search methods. View a list of invoices drawn between search dates. Print any invoice or selected invoices. Show dates that any invoice was printed in the past. Prepare tax adjustments (credits) for clients and view any past tax adjustments. Prepare quotes for work on vehicles or clients without vehicles.
Note
All
invoicing, quotes and tax adjustment functions work in exactly
the same manner. Editing controls which appear on all the screens
perform the same task.
With this in mind, the main instruction
on using these functions are explained in the New
Work Order/Vehicle option at left. Please familiarize yourself
with this function first as it is referred to often.
New Quote / Client
New Quote
/ Vehicle
Load Quote
New Work Order/Client
New Work
Order/Vehicle
Load Work Order
Invoice Register
View
Invoice
Print Invoice
Invoice Print Dates
New Tax Adjustment
Load Tax
Adjustment