How to get to Quick Invoice: Click on Billing, then Quick Invoice.
The Quick Invoice is used to create a new invoice for a customer. When the invoice is complete it can be posted to Accounts Receivable and printed, faxed, or e-mailed to the customer.

• Enter an Invoice # or type in N to pull up the next number.
• Job Cost Material List - checking this box will change this invoice into a Job Costing tool: Enter the Job # and Item #'s that will go against the job and click the Save button. This will place the items on the invoice against the Job (in Job Cost, Job Billable Materials) and relieve Inventory of the items.
• Enter a Work Order # or use the look up button to search. Up to 2 work orders can be used on this invoice. To enter more work orders, go to Maintain Invoice.
• The Customer # will be pulled in with the Work Order. The Edit Customer button will take you to the Maintain Customers screen to change customer information; Cust History will pull up the customer's history and Load Equip will pull in the customer's equipment list so items can put against the equipment on this invoice, which will also update the customer's equipment and history.
• Enter a Job # if applicable. When a job number is entered, the items and employee time on this invoice will go against that job.
• The Internal Notes entered here will not appear on the invoice when printed for the customer. These notes are for inner office use only. Be sure to check the Alert to User box and select a user at the bottom of the screen before saving.
• The Invoice Description is used for customer notes and are included on the actual invoice. This is a description of the work performed.
• The Import Filters button will bring up a list of filters and belts for the customer so you can select what you need and it will be pulled into the invoice for you.
• Choose the Tax, Billing Department, and Tax Code.

• The Flat Rate Quote box, when checked, will bring up the menu shown above. NetServiceBooks works with Callahan Roach Flat Rate pricing to bring you this special feature.
• First, select a repair Group from the drop down menu.
• Select the Brand from the drop down menu; your choices here have been sorted by the Group selected.
• Third, select the Repair Description from the drop down menu. The repairs are already sorted by Group and Brand.
• Prices will be brought in from the book files. Either check a box next to the appropriate price or enter your own price in the Selected Price field.
  
• If your company does not use Callahan Roach's pricing, enter the Repair Description by first clicking on the check box, and enter the Installed Price.

• Enter the Item # (the ... button is a look up, the blank button beside it will take you to Inventory, Maintain Items) and Location. The item will be taken from inventory through this screen. A Material Description will automatically appear. Any parts ordered against this work order number will be pulled onto the Quick Invoice.
• Enter the Quantity of the item used.
• The U.O.M.(Unit Of Measure) , Cost Per Unit, Markup, Sell Price Per Unit, and Sell Extend fields will come up with the item brought in.

• Choose whether or not to Print this item on the invoice.
• Select a Charge Type and Equipment from the drop down menus. The Charge Type allows the accounting system to distinguish between whether it's chargeable, warranty, contract, etc.
• The E button will take you to the equipment form within Maintain Customer to edit that piece of equipment quickly.
• To use the Refrig (Refrigerant Reclaim) feature, select an inventory item that has been set up as refrigerant (item # will start with 'ref') or type the word 'reclaim' in the item description field. Check the box corresponding with that item and this invoice will be tracked in the EPA forms in NSB.

• To add a commonly used tool or item to this invoice, check the box next to the item used.

• Enter the Emp-Code, Date worked, and Hours.
• The Rate Per Hour field is generated from Maintain Customer. Click on the drop down to select a rate to charge.
• The Ext. Price field will automatically calculate the total labor cost.
• Select to Print on invoice, choose a Pay Type for the hours worked, choose how to charge the customer in the Charge Type drop down, and select the Equipment.

• Enter Shipping when applicable.
• If the Flat Rate box was checked above, the amounts in those fields will add up in the Quote field.
• The PO # field holds the customer's purchase order number, if they have one.
• Check User Is Complete With Invoice if this invoice is finished.
• The Post To A/R check box will send this information over to Accounts Receivable. If you are an authorized user, you will see this checkbox. Check the box and click the Create G/L Entries button to move entries to the A/R Journal. Make sure to double check the Fiscal Number and G/L Department fields for accuracy.
• Check Alert To Internal Notes if there are notes above that need to be addressed. Choose an Alert To User from the drop down list.
• Click the Save Invoice or Save/Print button when completed. To accept a credit card, click the Pay By CC button.

• Select a button to Print, Fax or Email this invoice to the customer. The email and faxing information is derived from the Maintain Customer file.