Difference between revisions of "How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?"
From Catalyst
(→More Information) |
|||
| Line 1: | Line 1: | ||
| − | {{ | + | {{Review}} |
| + | |||
== Summary == | == Summary == | ||
The following article explains how you retrieve a pro-forma invoice in invoicing and customer orders. | The following article explains how you retrieve a pro-forma invoice in invoicing and customer orders. | ||
| Line 7: | Line 8: | ||
* Go to {{Menu|{{ST}}|Invoicing & Customer Orders}} | * Go to {{Menu|{{ST}}|Invoicing & Customer Orders}} | ||
* 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?| | + | * 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.}} | {{Tip|title=Tip|text= This list also includes quotations.}} | ||
Revision as of 16:22, 22 April 2013
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
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
