WinTOTAL includes both automatic and manual invoices to help you bill your
clients. Automatic Invoices pull information directly
from the Order PowerView, while Manual Invoices
allow you to complete all aspects of the invoice yourself. To add
an invoice to your report:
- From either the Forms or Order
PowerView, click Contents in the toolbar.
- In the list of available forms on the left, scroll down to the
Invoices and double-click the invoice(s) you wish to add to
your report.
- When finished, double-click the invoice you added to your report in the
column on the right.
- Any fees you entered into the Order PowerView should
automatically propagate into the invoice if you chose one of the
Automatic forms. From there, you can add any additional
fees that you need in the fields provided. If necessary, you can also
add any pre-payments
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Hint: If you’re using the
Extended Billing option from the Order
PowerView on your report, you can also add fees or payments through the
order form. |
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