Streamline Your Sole Trader Invoice for Teams

Sole trader invoice for teams

in this video will be co-ed invoices which is the final part the stage of their sales orders to come from quotations on tree sales orders now everything's been completed we can go to producing invoices and receipts for good see sales orders you'll see the example we've answered then we'll see that the actual completion date has not been done works not been completely to finish up then signed off so if we go into great details you can amend the way actual completion date I'll say that as now finished jump in the future it's been completed the work has been done it's been signed off and now we're proceeding to produce any invoice and our payment date will be at the end of that working month or if you're tradesmen at the end of work so if we change up to a second when the job is finished also got an option to send this information to a loop regarding the work schedule and the chat box will call you at the lib has been sent so we can close up now go back to sales orders that order is no disappeared and it will be on the invoices we'll see invoice number three information has been passed across what contact Philip Tran is there actual completion date payment due date the deposits that was paid which was zero in this case quoting price the remaining price as the pavement been cleared is the process ended and of the invoice posted to outlet can also take payment export an invoice export a receipt okay so we can double click on the contact to drill down to bring the actual for quotation off as it was originally quality quotation number three it's the same number as invoice number three and this is the same room that as the sales order so we've got the process flow of keeping the information going through we can also double-click to send this information to outlook will do now so we can send an m4 mate air quote 8am voice sorry out to outlook as a warning that this person it was money and to remind decline for that I know from both to outlook once we receive payment it's been clear to the bank we click on take payment for that invoice and if we post it into accounts if we go to accounts sets last statement we've got there today's date received the money from cash from sales hello to the end portales balance and fall from quota number three if we go back to invoices else equal than 32 pounds 68 so the information has been passed through and on the accounts inside once the bank statement comes in you can export that them from the essential statements post that across straight up to the accounts okay so basically seen the business process of quotations sales orders and invoices how those three work together Oh sales orders links with schedules to give you scheduled work dates as you can see that the last section will be coming next will be the daily activities