Invoices Overview

Main Menu > Invoices

FrameReady is designed so that invoicing need not be a separate task.

Not available in FrameReady Lite.

FrameReady Webinar: Getting Started with Invoices

YouTube link: https://youtu.be/Vllhd8uSlt4

FrameReady Webinar: Invoices Advanced

YouTube link: https://youtu.be/UST6GQkqDyA

Invoice Status

Every Invoice in FrameReady is automatically marked as one of the following:

1. Paid in Full

2. Deposit -- a partial payment has been made, but the balance is still owed.

3. Unpaid -- no payment has been made.

4. Void, or

5. Void Memo

This cannot be modified or changed. FrameReady automatically determines the status. You can, however, do a Find for these.

Do not post an Invoice for a Work Order until you are ready to receive payment.

If you take a deposit on an order, then use Work Order > Menu bar > Perform > Post a Deposit Only.

Modifying Invoices

• If the date of an Invoice falls within the current month, then modifications can be made to it on the Line Item Entry screen.

• If an Invoice is dated prior to the current month, then modifications can only be made by clicking on the Allow this Invoice to be Modified button.
  
  Be advised: Modifications affect the sales reports for the time period to which the Invoice belongs.
  
  You can set a security password to control access to this button. See also: Set up a Security Password

Invoices Components and Flow

• Once Work Orders are filled in, click the Post to Invoice sidebar button on the Work Order and a new Invoice is created.

• Gifts, crafts, antiques, etc. and other products can be easily entered by using a product number or a bar code scanner.

• Reports of sales and payments are generated from the Main Menu and can be batch entered into accounting software.

• The Invoice file consists of:

  • The Invoices Form View which only allows very minor changes on it.

  • The Invoices Line Item Entry Screen is used to enter line items (i.e., items being sold) and to accept payments.

  • The Invoices Rapid Entries Screen is designed for mulitple items and is especially useful with a barcode scanner.

• The List View displays Invoices in a list. It reports how many records are showing and how many are in a found set.

• Use the Find All button to show every Invoice ever created, no matter if they are Paid or Unpaid.

• Sort columns by clicking on each underlined word, i.e. Inv#, Date, Sold To.

• Additional buttons let you Unmark All, Mark Found Set (see also: Using the Marked Field) compile a Payment Report (same as sidebar button), Find and Sort Unpaid Invoices, Print List and Perform Last Find (same as sidebar button).

 

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