Setting Up Basics
Set up Invoice Options
Invoice Options - General Tab
Default to Rapid Entry Screen Radio Button
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When selected, FrameReady defaults to the Rapid Entry screen each time an Invoice is created.
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The Rapid Entry screen provides a quick way to enter multiple retail items and is very useful with barcode scanners.
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See also: Invoices Rapid Entries Screen
Auto Enter Sales Rep Field
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The name in this field is automatically entered on every new Invoice (ideal for a one person shop).
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Leave blank to ensure that staff enter their name on the Invoice; they will not be able to leave Invoice until the person transacting the sale identifies themselves.
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Employee names may be listed in a drop-down menu for easier selection.
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Also available from the Main Menu, in the Invoices' Options tab.
Auto Enter Customer As Field
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The name in this field is automatically entered on every new Invoice (ideal for making fast, generic invoices).
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Override the name as needed.
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To track Invoices assigned to this 'customer,' first create a new Contact record, e.g. "Valued Customer" and then enter that contact's ID number into the Auto Enter Customer As field.
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Also available from the Main Menu, in the Invoices' Options tab.
Prefix for Custom Framing Field
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The purpose of the prefix is to distinguish between artwork invoices from framing job invoices.
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When a Work Order is posted to an Invoice, the value of this field is added to the beginning (prefix) of the Work Order description, i.e. Framing: Horse in Field.
On cash transaction round change to nearest 0.5 Checkbox
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For Canadian businesses per the Royal Canadian Mint's 2013 decision to cease distribution of pennies.
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Does not affect electronic transactions, only cash.
Commissions Button
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Set the percentage amounts of sales commissions for each staff member.
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See: Set up Staff Commissions.
Edit Email Message Button
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Click to edit the Invoice, Thank You Note, Statement By Aging and Statement By Date Range email messages.
Done Button
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Returns you to the Main Menu or Invoice screen (depending on where you began)
