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IF you are using the Job Invoicing feature, you can now add a ‘Next Service’ date.

This triggers When the invoice is Posted a Note to be written against that Debtor account, with a diary date of the 1st of the month of the suggested next service.

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To Enter a service date, just put the appropriate interval into the new field at the top of the 1st invoice screen. remember to update the ‘Read’ (or KM’s) field, otherwise a note will not be written.

Go ahead & invoice the job as normal.

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Accessing the Notes

The Debtor notes are kept in the CMS (Contact Management System) of Minder.

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