So there may be times when you are in the register section of the application and need to create an instant monthly invoice. The instant invoice functions much like the custom invoice but has options already selected for you so that all you have to do is click the button. This feature does not automate a monthly invoice, it only creates 1 monthly invoice.
How to Access Instant Invoice
Go to the register at the bottom of the page. Then type in the name of the customer. You will see the link to create an "Instant Invoice" by their name. That will take you to the page to create the instant invoice.
What Options Are Already Set in Instant Invoice Creation
The options that are already selected are.
- Type of Invoice {Monthly}
- Invoice Amount {$35}
- Invoice Creation Date {Current Date}
- Invoice Due Date {Your grace period date, set in Options}
- Save or Send {This does not email the invoice to the customer but if they log in they can see and pay it}
- Comments {Trash Pickup}
These options are already set, the only thing you have to do is press the create button and the software creates the invoice for the customer.