Manual Invoices - Edit and Line Items

You asked for it and BillQuick 2008 Delivers!
 

Common Scenarios

  1. You have not received all the information needed to invoice a client but you want to get what you do have into BillQuick. 

  2. You start to record a manual invoice and discover something is not right. You need to wait for a manager or employee to clarify an item.

BillQuick 2008's Manual Invoice feature now includes the ability to record an invoice, then edit it later. You start by selecting a previous manual invoice from the drop-down list. All of its items display.

Now, change an amount for any item. Change the description. Add more items with their own descriptions and amounts. In addition, you can choose line items from a drop-down list. The list contains both activities and expenses. The activity or expense description carries to the description field on the manual invoice. You can keep, edit it or replace it entirely. Add an amount and you're done.
 

Choices - Processing an Edited Invoice

When you click , BillQuick knows you are working with a processed invoice. It gives you two options:

  1. Replace the existing manual invoice with the new one.

  2. Save the manual invoice as a new invoice.

Pretty neat, huh?

To see manual invoice editing and line items in action, take a look at the Manual Invoice section of the BillQuick 2008 - What's New demo.

Manual Invoice Editing/Line Items are only available in the
BillQuick 2008 Pro and Enterprise Editions.

Go Back 

March 2008



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