Work Order Proposal

The Work Order Proposal provides another document for you to give to a customer, depending on the circumstances. This document gives nothing but the total of the frame job and no design details.

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Statements Over 30 Days

Reports statements for a group of customers with outstanding invoices over thirty days.

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Creating / Saving / Sending a PDF

Invoices and documents from the Work Order file may be conveniently sent to customers as an email PDF attachment.

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Referrals Report

You can print a report showing which customers have referred new clients to your shop.

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Work Order Detailed Summary

This printed summary provides the customer with the details of their custom frame job, including any discounts given on individual components.

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Work Order Estimate (Blind)

One document you may choose to give to a customer is the blind Estimate. It shows individual prices of each component and total but no details of mat or moulding numbers. It records which employee gave the quote and includes a disclaimer footnote

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Work Order General Summary

Give this document to a customer as a record of what items they have left in your care and how they are to be framed.

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Customer Statements

You can print /PDF a Statement for a customer. It shows outstanding invoices, what payments have been made and the outstanding balances.

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Creating a PDF Invoice

After you have created any document for your customer, they may wish you to email it to them. To send the document by email, it must be saved in a PDF format.

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Finding Customers by Range of Date

How do I find all customers that haven’t purchased since a particular date?

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