Agent or Referral Source by Order
Not only do you have the ability to track referrals by client, but if you want to get more specific, you can track them for each individual order/invoice as well.This is done using the "AgentForm1" form layout design and "Agent Performance" report.On your order/invoice entry form, using the Opti ...
- Choosing your form layout
The program comes with a number of different order and invoice form layouts to choose from. To see the different choices, simply open a new order (press Ctrl+N on your keyboard), and open the Options panel at the bottom of the order form screen if you don't already see it by pressing Ctrl+H on y ...
- Completing Jobs / How do I close out orders / invoices?
Usually at the end of the day, you will want to take the order forms that have been brought back in by your technicians and go through the orders in the database and update them to reflect changes (add-on sales) and enter the payments for the orders. You can do this in a few different ways. Prob ...
- Emailing Invoices or Work Orders to Clients
Emailing of Orders or Invoices as attached PDF FilesPreviously the only option for emailing invoices directly from Camelot was a text representation of the invoice information, and if you wanted to email a PDF, you had to print the invoice to a PDF yourself, and then manually attach that to an ...
- Emailing Work Orders to Techs (use to get job info on a Palmtop)
On the Print Forms screen (from Main Menu Navigator, click Accounting, then Print Forms), on the Work Orders tab, if you want to email work order information to your techs, then you have that option when you right-click on the grid there. It will email to the first email address that it finds i ...
- How can I control invoice/order numbering?
How can I control invoice/order numbering?How can I use skipped invoice/order numbers?Why are my invoice/order numbers skipping?How do I keep the program from using an invoice number when I create a new order that I don’t want to save? The program is designed to start your order/invoice numberin ...
- How can I limit the choices in my service/product drop-down box on order forms?
On the order form screen, in the section for the line items on the order that the client is getting, there will be a drop-down box that lists all of the services and products that you setup in the software.This box can contain all of your services, or it can be limited to only show services in c ...
- How do I add a discount to an order / invoice?
The best way overall to apply a discount to an order is to add that discount as a line item on the order. So on an order, in the section where your line items or services are entered, add a new line with a service/product description of "Discount" or however you want to describe the discount, an ...
- How do I apply finance charges to invoices?
Applying Finance Charges To apply finance charges to a set of invoices, follow these steps: 1. From the main menu Navigator screen, click the Accounting button, then click the Print Forms button 2. Go to the Invoices tab there. 3. Select the invoices you wish to apply a finance charge to (usuall ...
- How do I back-date an order?
There are multiple date fields associated with an order and most of them automatically get set appropriately during the normal entry, scheduling, and completion of an order. If you are entering an order/invoice that was done in the past, then you want to be sure that these date fields are set a ...
- How do I enter a credit for a client? (credit, credit memo)
For a particular invoice, you can add a credit or discount amount by putting in a negative line item (enter whatever description with a quantity of 1 and a unit price of negative dollars for the amount of the credit/discount). If a client is paying in advance for some service, or has earned a cr ...
- How do I enter a different job site address on an order?
By default, when a new client is entered, their mailing/billing address will also be their default site address. A client can only have one mailing/billing address, but can have multiple site addresses. To enter a different site address on an order, from the order form screen, click under the Jo ...
- How do I select different search fields on the Quote / Order List screen?
When you click on the Search For button (the label at the upper left corner is actually a button) on the Client/Contact list or the Quotes/Orders list screen, you will see the Select Search Fields screen. This is where you can choose from the available list of fields on the left and move them to ...
- Keyboard Shortcuts
A Keyboard Shortcut is a keystroke you can use to perform a task instead of clicking with your mouse on a button or menu option. Sometimes a keystroke can help you do something faster than taking your hands off of the keyboard and using your mouse to do it.Often it will require holding down one ...
- Quotes/Orders List Unresponsive
If it seems when you click Quotes/Orders from the main menu that the screen is really slow to open, or doesn't open at all, the most likely cause is that an inappropriate sort column has been selected. Only some fields are good for sorting from that screen, and if you have more than 10000 order ...
- Set Closing Date
New, in version 3.x, is a feature to set a closing date for invoices.This means that any order with an Order Status of Done before this date cannot be changed or edited.You must be logged in as the ADMIN user to set the closing date.To set this date, from the Misc/Setup pull-down menu at the top ...
- Troubleshooting - Why is the client's balance increasing or doubling after I've entered a payment?
When editing a payment entry that has already been newly entered, you need to take note that whatever the amount is will be negated since payments lessen a client's balance, so you will notice that the amount will be negative where you may have previously entered a positive payment amount. This ...
- Understanding the Order Status
The Order Status is a very important field. It indicates if there should be bills created for an order, if the order should count or not in sales totals, etc. The possible order Statuses are as follows: Prospect - still just a quote or estimate Tentative - this will more than likely become an or ...
- Why are there multiple Bills and Corrections listed?
Whenever the Order Status is marked as Done, the order becomes an Invoice. As sort of a log so you can tell when changes are made to an order after it was marked as Done, If any changes are made to either the date on the order, any of the line item quantities or unit prices, or the payment terms ...
- Why can’t I change the date on an order?
When using some form layouts, the date that is viewable and editable on the form layout itself is not the Sched Start Date field, but possibly the Actual Start or Actual Finish date field. Normally, to change the date on an order, you need to change the Sched Start Date field, or possibly all th ...
Form Layout Designer (11)
