Export
Here you can see a list of all the invoice lines that are 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
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