Vedatrak 3.0 Online Help

Invoices

The Invoices module supports invoice management and the creation of printable invoices to send to your customers. Invoices can easily be created directly from any open order.

Features

• Shared Invoices
  All invoices are available to each team member.

• Invoice Properties
  All invoices have a set of basic properties included with the software. Additional custom properties may be added at your discretion.

• Easy Invoice Retrieval
  All invoices associated with a contact or order can be easily accessed within the contact or order window.

• Linked Tasks
  Each invoice can be linked to a task. For instantce, a sales rep can assign a task for an assistant to send a newly created fax.

Invoices Contents

• Invoices Detail View
• Invoices List View
• Creating New Invoices
• Viewing and Editing Invoices
• Deleting Invoices
• Invoices Preferences