On-Line Manual
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Client Vehicle Invoice Accounts Ledger Parts Orders Utilities Docket Workshop
View Invoice is used to quickly find and view any invoice on the system.
To view a particular invoice, select Invoice from
the Main Menu. From the drop down menu, select View Invoice.
Alternatively, press the View Invoice hotkey combination, Ctrl+I, from the Main Menu.
G-E presents a descending
list of all invoices on file in the View
Invoice list. The default search method is set to Invoice. Enter
the invoice number to quickly locate the invoice. If you do not have the invoice
number to hand, the invoice can easily be located by selecting an alternative
search method. Highlight the invoice you wish to view and click Ok or double click the entry to view the invoice.
Editing a Finalised Invoice.
You
finalise an invoice and later discover you didn't charge that air filter. With
G-E this is not a problem. An invoice opened from View Invoice
can be reopened for editing. This assists you with presenting a professional
appearance rather than having to re-invoice the client for the omitted air
filter.
To open the invoice for editing, select Invoice from the Main Menu. Select View Invoice
from the drop down menu. The invoice search list is displayed. Select the
invoice you wish to edit. The invoice opens in non-editable view format. When
the invoice is displayed to the screen, press the Alt+E key
combination. If the password utility is enabled, this function is protected.
(For the purpose of discretion, this hotkey combination is not shown). The
invoice opens to work order status. The work order can be edited as if it were
never finalised. Save and exit the work order when the changes have been made.
The client's account and inventory are updated with any changes and the work
order resumes non-editable invoice status. Invoices cannot be deleted.
Before editing
any invoices, please read Editing
a Finalised Invoice.
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