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quote_proforma [2014/10/28 11:42]
Lisa Adams
quote_proforma [2014/11/05 12:11] (current)
Lisa Adams
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 ^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. |
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 ==== 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. |
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quote_proforma.txt · Last modified: 2014/11/05 12:11 by Lisa Adams