|
INVOICING
FEATURES
CUSTOMERS - ADDING OR EDITING ON THE FLY
Add new customers on the fly. When creating an invoice for a new
customer, you can click on the new customer button to create the
customer right then and there. This is great for warranty purposes
or just to increase your mailing list.
Normally, you'll be searching for an existing customer. To do this,
just start typing the customer name and it should appear. If you
have several customers starting with the same letters, you can click
on the find customer button to search for a customer using the customer
search screen as used in all other areas of the program.
In addition,
you can edit the existing customer if you need to update the address
or phone number, etc., or be able to view their purchase history
to help with the current sale. For example, if they want to buy
a vacuum cleaner bag and you need to know which model they purchased,
you can easily access this history.
Notable Features:
• With the appropriate level of security, the user can view
your cost and profit margin before applying a discount
• Tendering with a foreign currency is supported
• Optional interface to credit card verification software
• Track service technician time spent versus time billed and
print productivity reports
• Send invoices directly to customers via e-mail or fax
• Send special orders directly to the purchase order module
so they will not be forgotten
Invoice Printing
Windward includes a graphical form designer that allows you to design
your invoices, purchase orders, checks and other documents. You
can use the mouse to drag items around the invoice and drop them
where you would like them printed. You can include logos and pictures
to make your invoices look more professional.
The benefit is that you can print your invoices on blank paper and
still have them look great, but you can print on preprinted forms
too and just fill in the blanks. The above invoice is just a quick
sample of one way to design an invoice, but you can build your own.
Of course, our trainers and support people will help you with this
task if you need it. Once the form is setup, you can just print
over and over and over.
Ship Partial Orders
It is very important that whenever inventory leaves the store in
a customer’s possession that an invoice be created, either
cash or on account. RentalPOS supports tagging and moving the
shipped item from a work order, onto a final invoice when you need
to make partial deliveries. |
|
Estimates
RentalPOS allows you to enter estimates using the customer and
inventory items on file. Estimates will have no effect on the inventory
on-hand, customer balances or the profit and loss statement. However,
when the customer decides to make the purchase, you can convert
the estimate into an invoice or work order without having to reenter
all the data.
Work Orders and Pick
Lists
If you are in the service business, you can create work orders while
the work is in progress. As the work is completed, the work orders
are updated so when the customer arrives, it is simply converted
into an invoice, without reentering the data. Similarly, you can
enter large customer orders and print a pick slip sorted by location.
When the order is ready to go, just convert the work order into
an invoice.
You can accept deposits on work orders, and the system will show
the correct balance due when the customer returns to pay. As work
orders are entered, the inventory values are immediately updated,
however, the customer balance and ledger values remain unchanged
until the work order is finally invoiced.
RMA (Return Merchandise
Authorization)
RentalPOS includes great support for RMA, both those being returned
to you from your customers and those going from you to your supplier.
The RMAs are tracked and reported until they are completely dealt
with. |
