Note: Invoices are not currently designed to display payment details. The options below are workarounds that some customers have found helpful.
To request additional product features, submit a Product Suggestion.
On the Repair Order, click Invoice.
On the Invoice Confirmation pop-up, select Method of payment >> enter payment details in the Customer Order Number field >> click Pay.
IMPORTANT - Assign Sales Class to invoice drop-down box:
It is best to leave this option blank so that each item on the invoice will default to the Default Sales Class Code that you have previously assigned to it.
If you make a selection in this drop-down, it will assign the selected Sales Class to the ENTIRE invoice. This will create accounting problems if you export data to QuickBooks.
On the printed invoice, the Cust Ord no will display the payment details.
On the Invoice Confirmation pop-up, select Method of payment >> click Pay Later.
Print the invoice that appears in the pop-up window >> click Pay on the work screen.
On the Home screen:
Select Method of payment.
In Details, enter payment information.
Check the Print Receipt box.
Click Print Preview.
On the receipt that prints, the Payment Reference field will include the payment details.
Staple this receipt to the invoice.
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