Bikur Cholim בקור חולים

Wednesday, February 24, 2016

Create Invoices

Invoicing - Raise sales and purchase invoices

Once we have finished entering the price list into FileMaker, we should ideally be able to create invoices from within FileMaker (or at least give it a try . . .). 

The nest step in that direction would be to: have all the forms that are used in our products (NICEIC, EPC and Fire Risk Assessment (Mazal Tov!) for example) to be seamlessly integrated into the system.  

This would help when highlighting faults in n inspection and then will automatically be added to the estimate for repairing the faults.

====== Entering invoice numbers In FileMaker ======
17/09/2009
Where do I put the Invoice number?

====== Search the site address and enter invoice numbers ====== matching the type of work done and date from invoice. Create a new record if no matching job records are found. Mark invoices whose site address in not recorded in FileMaker.

24/04/2009
When choosing “Not to be Invoiced” in the Field: “Invoiced”, please place the following text in the Field: “Invoice”: “N/A”

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