Invoice/Quote Details

 

To open the Invoice/Quote Details View, click the  icon located on the toolbar.

 

 

The Invoice/Quote detail view provides you with an overview of all Invoices and Quotes that have been processed in T-Boss. Once opened you will be presented with al list if all orders that have been processed by T-Boss. To drill down to a specific date, customer, or balance amount you can select from the available filter options located on the dropdown list in the lower left hand corner. You will notice that the total amount of unpaid balances will appear in red at the bottom of the screen and any balances that are not completely paid off will be highlighted in red. To add an amount paid by the customer simply enter that amount under the Amount Paid column or click the Paid checkbox to indicate that the entire balance has been paid off.

Click the Quote tab to display a list of all Quotes that have been process by T-Boss.

 

 

Click the %Invoice button to display the percentage of quotes that have been converted to invoices. At any time you can view any of the Invoice(s)/Quote(s) by clicking on the Invoice/Quote number link located under the Number column.