Invoice - Split Check
Sometimes a client will write a check for more than what is due now.
There is a simple way to apply the overpayment to the next invoice.
Let’s say that the amount due now is $500 and the client pays $1000.
On the first invoice you can add the payment as $500 dollars.
In the description I suggest you write Check# 555 (Split Payment - $500 of $1000).
On the second invoice you can add the credit as a new payment line item.
This description will be based off of the first description from the original Invoice.
For my example the second description will say Check# 555 (Split Payment - $500 of $1000)
New Forum on simplyreliable.com
Hey all,
While CEDIA now seems like it was a long time ago, actually only a few weeks have gone by. In case you didn’t get hit by our all out assault on the media waves, we showed our revolutionary Control Integration feature for Control4. It is pretty cool I must say. Create a proposal,push the button that changes everything and presto you have a Control4 composer project. This feature is currently in beta. Beta 2 should begin in a few weeks.
So it has been a mighty busy Summer and really busy after CEDIA. Thanks to all our clients, new and existing.
We have just added a feature to our website which hope you will enjoy and use often. Yep, its finally here…The Simply Reliable Forum…Ta Da…
It is our mission to continually improve and add time and money saving features to SmartOffice. And, that is what this forum is all about. You will see a general discussion area where you can discuss, well, just about anything; then there is the SmartOffice forum where you can discuss issues, ideas, desired features, and of course rave about the ones you love. There will also be some forums dedicated to our new beta programs; Control4, SNAPP, Recurring Revenue, and Builder Model to begin with. Please give us your feedback. We want you to have the best possible experience.
Remember the only rule is to be constructive and polite.
To reach the forum go to http://www.simplyreliable.com/forum
Thanks all and may the force be with you,
Simply Reliable Software’s Weekly Training Series
Advanced Proposal Design
Please join us Wednesday September 30th, 2009 at 12:00 PM EDT for this week’s free training. Tom will be discussing setting up and using SmarTags in Advanced Proposal Design. You may begin logging into the webinar at 11:45AM EDT. Follow this link for more details.
Simply Reliable Software’s Weekly Training Series
Proposals and APD
Please join us Wednesday September 23rd, 2009 at 12:00 PM EDT for this week’s free training. Tom will be discussing creating proposals and printing them in Advanced Proposal Design. Follow this link for more details.
Simply Reliable Software’s Weekly Training Series
Contacts and User Privileges
Please join us Wednesday September 2nd, 2009 at 12:00 PM EDT for this week’s free training. Tom will be discussing Contacts and User Privileges in SmartOffice. You may begin logging into the webinar at 11:45AM EDT. Follow this link for more information.
Completion Reports
Do you want to know the percentage of completion of all your active clients’ projects?
There is a report for this!
Percentage of completion is based on the clients proposals Money Details, Work Orders, and Invoices.
For the percentage of completion report to be accurate you need to track labor correctly.
When filling out Work Order Task Lists you need to specify the phases and always update the Actual Hours field. Selecting “All” instead of a specific phase will not allow you to track labor.
To locate the Percentage of Completion Report you need to navigate to Dashboard Reports. The tab order is My SRS - Dashboard - Reports.
Always click the “Update All Active Projects” button on this Dashboard Reports page.
Now you may click the “Percentage of Completion” button to view the percentage of completion for all of your active projects!
Simply Reliable’s SmartOffice to Control4 Integration
CEDIA News Article by Julie Jacobson
Well its starting to get very exciting around here s we anticipate showing our new Control System Integration Process at CEDIA. Last week I sat down with Julie Jacobson and gave her a preview. I must say the reaction was exactly what we had hoped for. “Ground Breaking”, “Awesome”, “A Real Game Changer” were some of the comments. Julie released an article in CEPro’s CEDIA News I thought I would share with all of you.
Come visit us in booth 1459 at CEDIA and check it out for yourself!
See you there,
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