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Appointment Appointments List Appointment Status Appointments Reports Customers on Support List Main Calendar Print Appointments Public Holidays Support Log List Support Logs Support Pricing

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 theAppointments_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.