Deleting Invoice Line Entries

How to adjust Line Items on an Invoice Locate the Invoice Click the Data Entry button. The Line Item Entry screen appears. Determine if the item is: A) a retail item from your Product file B) a retail item is

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Entering Discounts on an Invoice

There are several ways for you to enter discounts directly onto an invoice.

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How to Issue a Refund on an old Deposit Invoice & Reclaim the Taxes

A customer comes in to cancel a work order, or return a product, for which they have made a partial payment (deposit) on an invoice. The following steps will allow you to zero out the old invoice, issue a refund,

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Redeeming a Store Credit

A customer would like to use their Store Credit to make a purchase or pay for a deposit on a custom frame. Here is the procedure: Create an Invoice. Make sure Customer information is entered. Click Enter a Payment. FrameReady searches

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Entering Payments / Deposits

How to enter a deposit or a payment on an invoice? Directly from a Work Order If you are taking a deposit or any payment, full or partial, on a work order: Click the grey Post to Invoice side bar

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Invoice Data Entry – Overview

Creating a new invoice or clicking on the Data Entry button will take you to the Line Item Entry screen. 

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Using Coupons in FrameReady

Tracking a $ Dollar Value Coupon: Create a record or item in the Products File by clicking on the New Item button in the top right.(Tip: you can change the generated product number to be something unique and easy to remember such as, CPN-20, Disc-C20, or

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Store Credit Refund

How to Return an Item for Store Credit If your store has a policy of in-store credits but no refunds do the following: Go to Main Menu > Invoice section > New Invoice. Enter the product or work order number of the

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Correcting Credit Card Payments

What do I do when I accidentally charged the full amount to a credit card when it should only have been half?

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Handling Layaways

My customer wants to make layaway payments on a purchase. I don’t want to put it through my accounts until the purchase has been paid in full. Here are the steps: Go to Main Menu > Invoice section > New Invoice.

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Invoice Data Entry Screen – Overview FR7

Creating a new invoice or clicking on Data Entry will take you to the Line Item Entry screen.

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Coupons vs Gift Certificates

We are redeeming customer coupons for $100. How do I make the invoice reflect the $100 savings? Answer: On the invoice, enter the coupon as a dollar discount, not a gift certificate payment. A gift certificate, gift card or store

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Reposting a Work Order from Voided Invoice to New Invoice

This article assumes that the invoice has already been voided. Before you start, take note of the work order number in question. In the Invoice file, click New Invoice. Click the magnifying glass. A dialog box appears asking for the item

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Printing a Blank Invoice

Say you need to do some sales on the road or at someplace where you don’t have access to a computer/printer. FrameReady allows you to print out some blank invoice forms. Go to Main Menu > Invoice light blue section

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Invoicing Gift Certificates

Create the new gift certificate or gift card in the Gift Certificate/Card file using the New button upper right. Click Post to Invoice side bar button on left.

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