Invoicing and Payments
How to find an invoice and enter a payment for it Find an invoice You sent your customer an invoice, and now they are here with the ? - time to sor...
Thu, 4 Nov, 2021 at 2:24 PM
Pre-invoicing 3 point check, follow-ups, and the invoice Great - you've created a job and you've added parts and labour - now let's invoice...
Thu, 4 Nov, 2021 at 2:29 PM
How to create a ProForma invoice for your customers Creating the ProForma invoice Open your job and select the 'Print/email jobcard via selection'...
Thu, 4 Nov, 2021 at 2:21 PM
You have created an invoice, but you realised you made a mistake (forgot to add parts/ charged the customer wrong, etc). Don’t worry, we've all been the...
Wed, 30 Mar, 2022 at 2:43 PM
Global Discount Giving discounts to customers on the entire invoice is really easy in webSAM. Once a job is completed, with all parts and labour ...
Thu, 18 Aug, 2022 at 12:28 PM
If you want to display the amount of discount you are giving your customer each invoice line individually, then you can do this by changing the invoice temp...
Thu, 18 Aug, 2022 at 12:18 PM