Steps: Double click to select an order and follow the below steps: 1.Click to choose Billing. Then, click New Bill. 2. Click to choose handler. 3. Click to choose Tax Code. 4. Tick Tax Inclusive checkbox if applicable. 5. Click Total Amount. 6. Check pre-set GL code. Make necessary changes when needed. 7. Under Operations, choose […]
Issue Receipt Once you received payment, do issue receipt from the invoice by following below steps: Find the invoice at: Order (Go to Billing tab) Invoice Then, once you select the invoice Go to Operations Select Issue Receipt Then, below window will pop out: Refer below on how you can edit the […]
Steps: 1. Double click to select an order. 2. Click Ellipsis Button […] to choose the new order owner. 3. Click to choose salesperson. The order owner is updated. 4. Under Operations, choose Save or press CTRL + S.