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 Magnifying Glass to search through the list to find the Proforma for the customer in question.
2. From POS using a shortcut button to open Quote and Invoice Management
Press Ctrl+R to open Quote and Invoice Management
Press the Magnifying Glass to search through the list to find the Proforma for the customer in question.
3. Open the Proforma from the Customer Screen
Go the the Customer Screen and look for the Proforma in the transaction listing area. Right click on the Proforma and select Open in Quote and Invoice Management
4. Scan the Quote Number belonging to the Proforma in the POS Screen
This barcode is found on the Quote, Proforma and Invoice documents printed from Quote and Invoice Management. As well as on the Label for stock when it is reserved on arrival.
Once you are in the correct Proforma, click on Customer Payments.
Enter the amount of the payment to be made in the top box. Then enter the amounts to be paid by the specific payment types.
Payments in Quote and Invoice Management
There are several other videos on using Quote and Invoice Management. Check them out
here
There is also several articles on using the new functions in Quote and Invoice Management. Find them
here