The main task for most field sales reps will be to create invoices for your customers. Invoices have a direct impact on inventory and accounting.
Here are the steps to create and send an invoice on our app:
From the main app window select the Compose button.
Select a customer from your customer list.
PLEASE NOTE: You may also use the bottom tool bar to search by name, nearby customers, or map.
Select the Invoice option
Add the products by simply putting the amount on the space next to the name.
From this menu you can select price lists, filter products or search by name.
Select the Checkout option once you have added all the products for the order.
Enter the final invoice details on this page based on the particular order and customer.
Select the Options menu to open a list of actions to complete the order.
At this point you may simple click on Save to submit the invoice or choose from any of the other save options based on your needs. The only Save option that does not affect inventory or records is the Save as draft option.
You may also take payments or record any additional order details from this menu before sending.
You´re all set!
You can see the invoice on your main screen as well as all your reports, as well as being able to always go back later on to the invoice to print, add payment or make any modifications as needed.