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This Invoice Details window lets you add items (product, labor) to an invoice or work order and process payment for the invoice. You can associate a customer to an invoice or work order and specify the shipping of products to a different location or customer. You can schedule your deliveries of products or schedule when a customer should make a follow up appointment. You can add unit history information to an invoice.
Additionally, you can email versions of the invoice to the customer via the Toolbar> Option menu> Invoice Options sub-menu, where you have three choices: email text, email HTML and email PDF. When sending email PDF of an invoice, if Process Orders Shippable EMAIL body file exists, then the system uses this and the process orders subject (which are customizable columns in the Process Outstanding Orders report). The shippable body pdf form is simply a slip printer form file. See process orders for setup information.
Optionally, you can start a search on-line for NAPA store parts, assess availability and add selected parts to an invoice.
To access the Invoice Details window shown in Figure 1, use the following Navigator menu path:
Point of Sale > New Sale, complete the required fields in the New Invoice dialog box and click [OK].
OR
Point of Sale > Edit Sale , in the Find Invoice window select the desired existing invoice.
The Invoice Details window is the main window used for tasks in the Point of Sale module. See Point of Sale - Contents for all related topics.
Click on the following links to understand the options available in this window's Toolbar and tabs: