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Step 1 - Click [Jobs] in navigation bar. |
Note: if the link not included in navigation bar, click Search button then enter Jobs into search box, select Jobs - Lists. |
Step 2 - Create new Job by copy from template |
Select Template then choose action Process => Copy Job |
Select Job Tasks No. it needs to copy from the template… |
Step 3 – Enter Job Information |
For Billing by installment, Task No to be show on the invoice printout. Suggest to use the text below for tasks no. 1ST DEPOSIT 2ND Payment 3RE Payment BALANCE PAYMENT
For Billing Schedule - fill up following data in Job Planning Lines:
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Step 4 – Create Sales Invoice - for billing schedule only |
Create sales invoice for the deposit. Select Actions, Functions, Create Sales Invocie… |
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