Invoice - Payment Stub by Default
Originally a user had to hold the control key down and click “View Invoice” to generate an Invoice with a Payment Stub.(This still works)
Now you can set the Payment Stub by default.
Navigate to the Invoicing and WO Preferences screen by following this tab order: My SRS - Preferences - Accounting - Invoicing / WO’s.
Check the box next to Invoice Stub to include payment stub on invoice by default.
The Payment Stub will be located at the bottom of the first page of the Invoice.
This Payment Stub gives the options to:
1. Check a Payment Method
2. Fill in Check information
3. Fill in Credit Card information.
4. A Signature box
Version 6.9.5.0
Improved List View - Invoices
A new and improved list view has been added for Invoices - List All Clients.
Navigate to Invoices - List All Clients. Click the button “Expand List” in the lower right hand corner to view the new list view.
The improved list view allows you to “Show All” and “Quick Search” similar to the contact and product list views.
There are eight ways to sort the new list.
The available sorts are Bill To, Client, Invoice #, Total, Payment Amt, Balance, Date, and Description.
All of the same data from the original list view is displayed in the new list view.
Version 6.9.5.0
New Reports
Two reports have been added to SRS SmartOffice. The two reports are Invoice Cost and Delivery Cost Report.
The Invoice Cost report is located by following this path: Invoices > Reports > Invoice Cost.
This report is based on the cost of items on an invoice or the percentage of the total estimate project costs(progress invoices)
The Invoice Cost report includes the following: Date, Invoice Number, Description, Total, Payment, Balance, and Cost.
The Delivery Cost Report is located by following this path: Inventory > Inventory Reports > Delivery Cost Report.
This report is based on items that have been scanned as delivered or returned.
The Delivery Cost Report is specified by a date range.
The following are included in this report: Ticket Date, Transaction Type, Quantity, Make, Sku, and Ext. Delivery Cost.
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)
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!
Discounts on Invoices
There may be a time when you need to add a discount to an Invoice.
For example, you may have a service call that is not connected to a proposal and needs a discount.
The first step is to create a product, an example SKU would be “Discount”.
One suggestion is to set the make as your company’s name.
In the Product Detail for “Discount”, check that the Item Type is set to D.
This is found in the Vendor section of the Product Detail screen.
Also, make this SKU exempt in the taxable field.
Now you may start adding this discount to Invoices.
Navigate to the Edit Invoice screen and then click the Add Items From Product Database button.
Find your discount SKU and add this product to the Invoice.
You may set the quantity to one.
Enter the discount price as a positive number in the item price section.
The item amount will automatically deduct this set amount since the discount SKU has already been marked as D for Discount.
After adding the discount SKU, click the “Recalc” button and then view the invoice.
Invoice - Return Stub
Holding the control key down and clicking View Invoice will generate an Invoice with a Return Stub.
The Return Stub will be located at the bottom of the first page of the Invoice.
This Return Stub gives the options to:
1. Check a Payment Method
2. Fill in Check information
3. Fill in Credit Card information.
4. A Signature box
© 2002-2009 Simply Reliable Software
