After the Order is Created

After the Order is Created

After you have committed to creating the order, the order will appear on screen, and you will need to make some decisions about the orders final form.

If no default tax has been selected for this vendor, then the default tax for the job will be charged. You can also change the tax rate on a line item basis by selecting the tax from the drop down window.

There are several places on screen which allows the entry of some additional information. You can enter a Client Order No, a Supplier Reference, or your own reference.

Once you have the order the way you want, you can now print the order from the menu File>>Print>>Data Panel>>Invoice. Once the order has previewed, you are then presented with some new options in the data action buttons.

Print

This button will take you to the print dialogue box which will then print the invoice to your printer.

Copy This button will copy the contents of the invoice to the clipboard, which will allow you to paste the contents into other applications.

E-mail This button will open the e-mail dialogue which allows you to send the invoice as an attached pdf document or other formats.

Export This button will open the document export dialogue box, which will allow to export the contents of the invoice into other formats such as rich text format (rtf), HTML, PDF, Excel, JPG, GIF or BMP.