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| Version | User | Scope of changes |
|---|---|---|
| Aug 22 2008, 11:02 AM EDT | cassyjb | 195 words added |
| Aug 22 2008, 10:52 AM EDT | cassyjb |
Changes
Key: Additions Deletions
This page is a guide on using the Billing module. All the links on this page are contained in the Billing Course over to the right side of your screen. To get back to this page, click on the User's Guide link at the bottom of each page.1. Maintain Sales Tax and Tax Entities (located in Payroll) need to be entered with the current percentages and tax codes before customers are entered.
2. Maintain Customers is where customers are entered and equipment is kept. Maintain Billcodes should also be entered to be used as billing addresses in Maintain Customers.3. Next, Maintain Service Contracts is where customer service contracts are created. 4. Customers are billed in Maintain Invoices and/or Quick Invoice, depending on which you prefer. Invoice Shorthand is used to create codes to pull in commonly used phrases on invoices.
5. Close Billing should be run on a regular basis, preferably monthly.There are many reports in the Billing module to assist in tracking and research. Help buttons are located on every page in NetServiceBooks that will take you directly to the instructions. Click on the links to the right of the screen to learn more!
2. Maintain Customers is where customers are entered and equipment is kept. Maintain Billcodes should also be entered to be used as billing addresses in Maintain Customers.3. Next, Maintain Service Contracts is where customer service contracts are created. 4. Customers are billed in Maintain Invoices and/or Quick Invoice, depending on which you prefer. Invoice Shorthand is used to create codes to pull in commonly used phrases on invoices.
5. Close Billing should be run on a regular basis, preferably monthly.There are many reports in the Billing module to assist in tracking and research. Help buttons are located on every page in NetServiceBooks that will take you directly to the instructions. Click on the links to the right of the screen to learn more!
