en:user_guide:the_invoice_quote_order_module

Invoices, Quotes and Orders

The Invoice, orders and estimates sections are quite similar. An invoice is a final sale and you cannot delete it once you've saved it. An estimate can be changed as many times as you want, or even deleted. An order can be changed, but cannot be deleted if an amount of money (or deposit) has been paid. Remember that you have created your product before you can make an invoice, order or estimate.

The Window invoice / estimate / command has two panels: the left panel is the panel “List” and displays a list of all your estimates / orders invoices /. You can sort the order of invoices / estimates / orders, by name by clicking once on the “Invoice” column. They will then order themselves from A to Z. If you re-click a second time on “invoice”, then the products will order themselves from Z to A. You can also order invoices / estimates / orders, by date, customer name or total, by clicking on the name of the appropriate column.

The right panel is the “Details” panel, allowing you to know all the information on the invoices / view / controller. When you select an invoice / view / controller on the left list, the details of the invoice / view / controller will be displayed.

To create a new invoice / view / control, press the “+” in the bottom of the window to the left. New Invoice

The invoice number is unique and will be determined automatically by the software. The two letters at the beginning of the invoice number are determined by the computer you are using and some other parameters to avoid having duplicates (in a later version of Budj'Hete, it is intended for multiple users to connect at the same time, hence the need to have unique numbers). It is however possible depending on where you are when you open Budj'Hete that the first two letters change.

It is possible the basic invoice will start at today's date. You can get a reference, if desired. Choose the seller (the base name will be the name of the person who is connected to the software). In the box “search for a customer,” start typing the name, address or any information you have about the client in question. If you failed to create the client before making the invoice, you can create it directly in the invoice without having to return to the client tab. To do this, click the “+” next to the field “search for a customer” and enter the information about the new client. Once completed, choose “Create”. The customer information will be displayed. If the delivery address is different from the billing address, you can specify it in the “SHIP TO”. In the “Invoice”, click the “+” at the bottom of the list to add a product. Start typing the name or number of the desired product and select it in the list. The description and prices will be displayed, but it is possible to modify it to your liking. You can add as many products as you want by always pressing the “+”. You can also double-click on the line where you want to register your product. When you move your mouse to the description, you will see this icon appear: Double-click this icon and you can add more details about the product, you can put a description, etc.. Finally, you can see more billing detail by clicking on the following icon: In the “Payment” section, determine the method of payment, according to those that you have in the predetermined configuration. You can add more than one payment at a time. Just click the “+” at the bottom of the window. Once completed, you can press “Save”. CAUTION! It is not possible to modify an invoice once it has been saved! You can then print it by clicking the “Print” option at the bottom of the window, or even print envelopes by clicking on “Envelopes”.

New order

To create a new order, follow the same steps as when you create a new invoice. The only difference is that you do not have to enter information for filing, if no payment has been given. It is also possible to transfer an order invoice by pressing the corresponding button at the bottom of the window.

New estimate

To create a new estimate, follow the same steps as when you create a new invoice. The only difference is that you do not have to enter your payment information and you can delete it at any time. It is also possible to transfer an estimated order or invoice by pressing the corresponding button at the bottom of the window.

  • en/user_guide/the_invoice_quote_order_module.txt
  • Last modified: 2019/05/25 20:08
  • (external edit)