🎬 Quote and Invoice Management - Making Payments against Proforma Invoices for Non Account and Account Customers

• Related Articles

• 🎬 Quote and Invoice Management - Converting a Quote to a Proforma Invoice; Reserving and Ordering Stock

  This video covers the process of converting a quote to a proforma invoice which allows for the reservation and ordering of stock Reserving and Ordering Stock from Quote and Invoice Management Reserving Stock Explained What are Proforma Invoices

• 🎬Quote and Invoice Management - Settings and Setup

  Setup your Email Account by following this video guide Email Setup Report Mapping options for printing and emailing are per Terminal. You can only see the correct available printers from the specific computers themselves. So be sure to go through ...

• 🎬Quote and Invoice Management - Creating a Quote

  Create a Quote in Quote and Invoice Management

• 🎬Special Customer Orders - Processing Payments

  There are 4 different ways to open Quote and Invoice Management to find a particular Proforma Invoice to process a payment. 1. Open Quote and Invoice Management from the home screen Go to Stock Maintenance > Quote and Invoice Management Press the ...

• 🎬 Quote and Invoice Management - Converting a Quote to an Invoice

  This particular process skips the Proforma process where there is no need to order or reserve stock; its readily available and ready to be collected or delivered to a customer immediately once the customer is happy with the quote.