Difference between revisions of "Appointments List"
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== Overview == | == 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. Lists in ERP can be Filtered<LinkId=251>, Searched<LinkId=252>, Customised<LinkId=249>, Printed<LinkId=253> and Exported<LinkId=254>. | ||
| + | |||
| + | ==== 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 Select 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. | ||
Revision as of 21:43, 23 February 2011
Overview
Within the Appointments List you can view all Active, converted, non converted and deleted appointments, for specific date
ranges. Lists in ERP can be Filtered<LinkId=251>, Searched<LinkId=252>, Customised<LinkId=249>, Printed<LinkId=253> and Exported<LinkId=254>.
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 Select 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.
