Export
By clicking the , you will be presented with the following screen:
When creating an invoice line there are different information that need to be taken into account. They are as follows:
- Customer: The customer you want to invoice. Choose from the companies you have registered in the CRM module
- Invoice date: The date for the invoice
- Line: The services or products you have available for your customers
- Product no.: Give the invoice line a product number to identify it by
- Count: The amount of the service or product
- Unit: Here you can choose how the invoice line unit is e.g. pieces. Where can we create those??
- Unit price: The price for each unit
- Equipment: The equipment used in conjunction with the service or product
- Custom text 1: Here you can type in a custom text to attach to the invoice line
- Custom text 2: Here you can type in another custom text to attach to the invoice line
After creating the invoice lines you want, you can see them all as a list, ready for export. Clicking the lines enables you to choose the ones that you wish to export, and is accomplished by clicking on the Export button:
GIF OF CHOOSING LINES AND NAVIGATING MOUSE TO EXPORT-BUTTON