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== Overview ==
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== Overview ==
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Within the [[Appointments_List]] you can view all Active, converted, non converted and deleted appointments, for specific date <br>ranges. Ways Lists in ERP can be Manipulated: [[Filtering Lists]] , [[Searching f5 f6 f7]] , [[Customising Lists]] , [[Report Printing Options]] and [[Export Data]].
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==== How to View Appointments List  ====
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*Select the [[Appointments]] section of ERP
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*Select the [[Appointments_List]] button
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From the [[Appointments_List]] you can view all Converted, Non Converted, or Deleted appointments.
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*To view an appointment, double click the specific appointment and the appointment screen will appear. You can amend any details from within the Appointments screen.
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==== Converting an Appointment to a Invoice  ====
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*Select the [[Appointments]] section of ERP
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*Select the&nbsp;[[Appointments_List]] button
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*Click on the specific appointment that you wish to convert to an invoice.
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<br>
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The Appointment will then become highlighted.
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*Select the 'Invoice Conversion' tick box, the 'Select all in Grid' tick box will now become available.
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*Select the Invoice button
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This creates an invoice for the services that were applied to the appointment.

Latest revision as of 18:39, 5 December 2013

Overview

Within the Appointments_List you can view all Active, converted, non converted and deleted appointments, for specific date
ranges. Ways Lists in ERP can be Manipulated: Filtering Lists , Searching f5 f6 f7 , Customising Lists , Report Printing Options and Export Data.

How to View Appointments List

  • Select the Appointments section of ERP
  • Select the Appointments_List button

From the Appointments_List you can view all Converted, Non Converted, or Deleted appointments.

  • To view an appointment, double click the specific appointment and the appointment screen will appear. You can amend any details from within the Appointments screen.

Converting an Appointment to a Invoice

  • Select the Appointments section of ERP
  • Select the Appointments_List button
  • Click on the specific appointment that you wish to convert to an invoice.


The Appointment will then become highlighted.

  • Select the 'Invoice Conversion' tick box, the 'Select all in Grid' tick box will now become available.
  • Select the Invoice button

This creates an invoice for the services that were applied to the appointment.