|
|
|
|
|
This tutorial is designed to instruct you
through invoicing for work completed on a job |
|
What you will learn in this session is how to
create, print and post your invoices in the SLICEplus software |
|
What you will see are various screen shots from
the SLICEplus software and associated notes about the screen in the notes
section at the bottom of your screen |
|
Information on how to set up the software is
covered in classes, in the SLICEplus manual, and the F1 function key online
help feature, and other tutorials |
|
|
|
|
To create an invoice an order job must have been
previously created. Please see the
Landscape Maintenance Order Job tutorial for instruction on creating the
contract |
|
The way the contract (or Order Job) has been
entered is the way the Invoice will look when printed (i.e. if the Order
Job has all items listed, the invoice will have all items listed) |
|
The system will only allow one open invoice per
job at a time so before attempting to invoice, make sure all previously
created invoices have been posted |
|
|
|
|
Once you have completed some or all of the work |
|
You have accounted for all the costs; materials,
equipment, and labor |
|
It is time to get paid for the work |
|
|
|
|
When the Order/Job is ready to be invoiced, this
function enables Order/Job selection, Full or Partial Item Invoicing,
Invoice Printing and Viewing, Applying Credits, Posting Invoices for
Accounting and Canceling Invoices. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
By RIGHT-CLICKING the Mouse, several additional
Invoicing functions are available besides the standard right-click
functions found throughout the system (Master and Control Table
Maintenance, Inventory Control, Reports, and Product and Customer Inquiries). Some of these functions are also
accessible via short-cut, hot-key capability (Function Keys). These additional Invoicing functions
are: Extended Description (F9),
Sequence by Your Selected Sequence Number (Seq.#), Sequence by the assigned
system Item Entry # or Sequence by the actual Item # |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Work Tickets (sometimes called Service Tickets)
are created in the Production function of SLICEPlus and are used to
identify, control and manage Order/Job operations. Work Tickets, created from Order/Job
Contracts, can be used to directly invoice the customer. |
|
|
|
|
|
|
The regular and repetitive nature of landscape
maintenance contracts lend themselves to cyclical billing. Cyclical billing enables automatic
billing of one or more contracts for the next contract operation performed
during a billing period. Operations
are billed on a regular cycle until all operations are billed
completely. Two methods of cyclical
billing can be used in SLICEPlus, by single item or by all items. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
In this session you have seen how to create an
invoice, the various invoice options, and which reports display the results |
|
To apply this training, open your own SLICEplus
application and minimize this tutorial.
Then maximize the tutorial on your screen. Follow the tutorial step by step, creating a real invoice in
your system and taking it through to posting, working back and forth
between the tutorial and the actual software |
|
Please send any feedback of this session to:
Attn: CD Tutorial, Maintnenace Invoicing, 5300 Dupont Cir, Suite D,
Milford, OH 45150 or fax to (513) 576-8540 |
|
|
|
|
Attend SLICEplus classes |
|
Have an onsite trainer come to you |
|
Use your software manual and the F1 online help
feature |
|
Call our Help Desk team |
|
Check out our other CD Tutorials |
|
|
|
Notes