Difference between revisions of "How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?"
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Tim Laundon (talk | contribs) (Created page with "{{Incomplete}} == Summary == The following article explains how you retrieve a pro-forma invoice in invoicing and customer orders. == More Information == If you need to retrieve...") |
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* Press {{KeyPress|F3}} to bring up the quotations loading screen. | * Press {{KeyPress|F3}} to bring up the quotations loading screen. | ||
* Enter in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. | * Enter in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. | ||
| − | * You are then presented with a list of matching pro-forma invoices | + | * You are then presented with a list of matching pro-forma invoices. |
| + | {{Tip|title=Tip|text= This list also includes quotations.}} | ||
* Select the pro-forma invoice you require and then press {{KeyPress|F2}} and then click {{KeyPress|Yes}} to load. | * Select the pro-forma invoice you require and then press {{KeyPress|F2}} and then click {{KeyPress|Yes}} to load. | ||
* Now press {{KeyPress|Enter}} on the customer account code. | * Now press {{KeyPress|Enter}} on the customer account code. | ||
Revision as of 16:15, 22 April 2013
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
The following article explains how you retrieve a pro-forma invoice in invoicing and customer orders.
More Information
If you need to retrieve a pro-forma invoice;
- Go to " Stock Control Invoicing & Customer Orders"
- Press <F3> to bring up the quotations loading screen.
- Enter in the customer's account code if known, or search for a customer.
- You are then presented with a list of matching pro-forma invoices.
 | Tip: This list also includes quotations. |
- Select the pro-forma invoice you require and then press <F2> and then click <Yes> to load.
- Now press <Enter> on the customer account code.
- This will now load all the items into the "Invoicing & Customer Orders" screen and allow you to continue as normal and invoice out.
See Also
