Change or Fix Invoice Categories

Main Menu > Invoices

Sometimes you'll find old or unuseful entries in the Invoice's Category field. Here's how to clean those up.

How to Adjust or Fix Invoice Categories

1. Click the Find Invoice button.

2. In the Category field, (center-middle of the screen) choose the category you want to adjust, fix or remove.
   
   

3. Click the Perform Find button.

4. One by one, go into each of the resulting records. Click the Data Entry button, and then change, correct, or clear the Category field.

5. Once these Invoice records are all clean up in this manner, the old category should no longer appear in the dropdown.

How to Find Line Items with No Invoice Category

1. Click the Find Invoice button.

2. In the Category field, (center-middle of the screen) enter an equal sign  =  
   
   Because we enter nothing after the equal sign, FrameReady searches for empty records.

3. Click the Perform Find button.

4. One by one, go into each of the resulting records. Click the Data Entry button, and then enter the correct Category field.

Built-in Invoice Categories for Line Items

Tip: Depending on where the line item is stored in the FrameReady database, FrameReady auto-fills the Invoice Category field when the item is posted to an Invoice. These are also the built-in Invoice Categories to use in your QuickBooks.

When posting a Work Order to an Invoice:

• Work Order, WO Labor, WO Special

When posting a Gift Certificate to an Invoice:

• Gift Card, Gift Cert, Reward Points

When posting a Price Code item to an Invoice:

• Wood, Metal, Plastic, Line, Fillet, Extender

• Matboard

• Fabric, MatDesign, Mounting, Hardware, Glass, Extra, Fitting, Multi-angle, Supplies

When posting a Product to an Invoice:

• ReadyMade

Important: Do not remove the above Invoice Categories.

 

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