This shows you the differences between two versions of the page.
Both sides previous revision Previous revision | |||
quote_proforma [2014/10/28 11:42] Lisa Adams |
quote_proforma [2014/11/05 12:11] (current) Lisa Adams |
||
---|---|---|---|
Line 4: | Line 4: | ||
^Functions ^ Sub-Functions ^ Description ^ | ^Functions ^ Sub-Functions ^ Description ^ | ||
- | | Description | | The line item can be defined here | | + | | Description | | The line item can be defined here. | |
- | | Unit Cost | | The cost per unit | | + | | Unit Cost | | Cost per unit. | |
- | | Quantity | | The number of units | | + | | Quantity | | Number of units. | |
- | | Line Total | | cost X quantity = line total | | + | | Line Total | | Cost X quantity = line total | |
- | | Add New Line Item | | Adding an additional line / another specific charge | | + | | Add New Line Item | | Adding an additional line / another specific charge. | |
- | | Add Saved Line Item | | Add a line item that is for example commonly used or described specifically. This would be previously saved under "Save Line" | | + | | Add Saved Line Item | | Add a line item that is i.e commonly used or described specifically. This would be previously saved under "Save Line". | |
| Remove Line | | Delete a line / charge on the invoice. Do this by clicking on the red X at the end of the line. | | | Remove Line | | Delete a line / charge on the invoice. Do this by clicking on the red X at the end of the line. | | ||
| Save Line | | if you use common line descriptions, you can save them to avoid having to type them out again. Do this by clicking on the blue floppy disk at the end of the line. | | | Save Line | | if you use common line descriptions, you can save them to avoid having to type them out again. Do this by clicking on the blue floppy disk at the end of the line. | | ||
Line 17: | Line 17: | ||
==== Editor Settings ==== | ==== Editor Settings ==== | ||
- | By clicking on the "(change settings") link in the first line under the table header, you will able to adjust these particular invoice settings: | + | By clicking on the "(change settings)" link in the first line under the table header, you will able to adjust these particular invoice settings: |
^Functions ^ Sub-Functions ^ Description ^ | ^Functions ^ Sub-Functions ^ Description ^ | ||
- | | Invoice Date | | Date when the invoice was captured | | + | | Invoice Date | | Date when the invoice was captured. | |
- | | Due Date | | Select a due date for the invoice | | + | | Due Date | | Select a due date for the invoice. | |
- | | PO Number | | This is an optional function if you work with Purchase Order numbers | | + | | PO Number | | This is an optional function if you work with Purchase Order numbers. | |
- | | Discount | | Apply a discount to the invoice | | + | | Discount | | Apply a discount to the invoice. | |
- | | Payment Method | | Select the payment method applicable to the invoice | | + | | Payment Method | | Select the payment method applicable to the invoice. | |
- | | Taxes | | Apply or deduct taxes to the invoice. If you have your tax settings set at [[tax]] then the invoice will by default comply with those settings | | + | | Taxes | | Apply or deduct taxes to the invoice. If you have your tax settings set at [[tax]] then the invoice will by default comply with those settings. | |
| | | | ||