Summary Screen
The main entry to the Invoice System shows a summary of tasks which need attention: Approving Sales Sheets, keying invoices into Sage etc
Invoicing - Approval
Filling an Invoice
The invoice is starting to be filled with items. Notice the price set is exclusive of VAT and markup.
Approval
A Sales Enquiry must be approved by a manager before it can be sent to a client.
List Sales Enquiries
You can view all Sales Enquiries which are ready and waiting to be printed. Once printed, they will disappear from this view to await approval.
Markup
Markup can be added to each item, either as a percentage or a whole monetary value. This is hidden from the customer - it is used to calculate profit statistics later on.
Accept / Reject
The Sales Enquiry has been signed by the customer. They wish to proceed with the work: A single click on 'Accept' turns it into an Invoice, ready to be sent when the work is completed.