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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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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Deleting Invoice Line Entries

Oops, I clicked the Done button but I wanted to delete a line item entry first? How do I delete it now? You don’t! If an adjustment needs to be made on an invoice: Click Data Entry button. Create an

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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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Redeeming a Store Credit

A customer comes and makes a purchase or orders a custom frame. They would like to use their Store Credit to pay for the item. Create an Invoice. Make sure Customer information is entered. Click Enter a Payment. FrameReady searches

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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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Entering Discounts on an Invoice

You can enter discounts directly onto an invoice.

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Posting Multiple Work Orders To One Invoice

When I try to post more than one work order on a single day for the same customer a dialog screen asks me if I wish to post them all to one invoice. Why wouldn’t I want to do this? Perhaps a

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Tax Adjustment – Out of Jurisdiction Sales

You may need to change the tax field occasionally if you are shipping out of state/province or selling in a different jurisdiction, for example at a craft show. Access: level3 or 4 Create the invoice as you normally would. Enter the

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Adding Work Orders to Existing Invoice

The customer already has an existing invoice from this morning but I want to add the work order we created this afternoon to it. How do I add another work order to it? Take note of the new work order

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Entering Retail Products without Barcode Scanner

Access: Invoice file Click Data Entry on an existing invoice or create a new one using New Invoice. Click Search Item magnifying glass on the far left of the screen. This dialog box will be displayed: Search for the item from the Price

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