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Browsing Customers
This area allows the admin to view customer information and how many invoices have been issues to the customer, out of which how many are paid and unpaid. Also allows for quick access to customer E-mail addresses and contact information.
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View/Edit Customer Information
The form based interface of the View/Edit Customer Information area allows for easy copy/pasting of customer information. If you need, you can also view the customers username and password here. If you need to make changes to the customers information, simply make them and click Continue >> to review them before saving.
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Create New Product
To add a new product to the database, simply enter what it is called, how much it costs and some basic information about it. The product will be added to the database and information on it will be displayed when someone clicks on it.
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Browsing Products
This screen allows the admin to view which products are in the database and some basic information on them. Click on the product to edit or view its detailed information. Screen updates in real time, so if another admin makes changes they are visible immediately to other users.
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Create New Invoice - Step 1
The first step of creating a new invoice is to enter the agent code (name of person who made the sale,) the type of invoice it is (if it is being sent to a residence or a business, or an undefined invoice) and click Continue to go to the next step.
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Create New Invoice - Step 3
The third step of the create-a-new invoice process is to verify the information of the customer which you selected in step two (not shown.) This is done simply by reviewing the details and comments about the customer. If you have selected the correct customer, click continue. If this is not the correct customer, go back and try again.
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Create New Invoice - Step 6
Skipping another step to Step 6 we goto the Select Taxes and other Fees screen. This screen allows the user to apply a tax (configured in the tax configuration area) and add shipping and service costs to the invoice. The next area will sum it all up for the admin.
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Create New Invoice - Step 7
This is the last step. Simply review the information you entered in the other steps and check it to make sure it is all correct. If not, you can go back and make changes. If it is correct, click the Finish >> button to create the invoice.
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Final Complete Invoice
Finally, after the above seven steps you have a completed and usable Invoice. You may now log in and change the status at any time once you receive payment. This is the Invoice which the customer will see.
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Additional Snap Shots
