Does any one know how to create an invoice with RMS. According to Canadian laws you cannot use workorder as an invoice(I knhow this because I was just audited by the governmenty)It has to show "invoice" on the form with your tax number on it. I do not want to use quick books for invoicing if at all possible.
Country,
What are you trying to do? A RMS workorder is a work-in-progress order. The only monies you would be collecting would be a deposit.
When you pick up the workorder and finalize the sale, monies need to be recorded as to be received later(On Account, 30 days, 60, etc) or are collected now (Received into cash drawer).
Are you sure that you just don't want to change the final sales receipt to print "Invoice" instead of "Sales Receipt"?
Here is a link for a custom receipt to say "Invoice";
When My Service guys come back from a job I usually send customers their bill(invoice) by mail. With quick books, I can create an invoice to mail to customers, and I would like to do the same with RMS without it showing "Work Order", but instead it needs to show invoice. Like I said earlier in Canada we are supposed to have our tax numbers on the invoice.
So if there is a way to create another template to show invoice that will solve my problem.
"Jeff" wrote:
In this case you should be recalling the work order and doing a "Pick Up Entire Order" on it, and then tendering the sale towards the A/R for that customer account. This will print a "Sales Receipt" (which you can duplicate as many times as required) and send that to the customer. You can also do the "Close Billing Cycle" routine in Manager to print statements for them.
Does this make sense?
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