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, 6 Jun, 2024 at 1:57 PM