1 Reply by kdaffef

(3 replies, posted in Accounts Receivable)

apmuthu wrote:

Just keep making Sales Orders when you do the jobs and edit them at will. At the end of the month, make one delivery of all the "pending orders" and invoice the delivery.

we have any physical products but only services. By the 30th, we make direct invoice based on one o two services items, that we send to customers. But, our problem, that we can not edit direct invoice when created to add fogotten item o edit existant one,

that's really frustrating because FA seems more suitable to businesses selling products and not services) ??.

Any idea to help ?
Thank you

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2 Topic by kdaffef

(3 replies, posted in Accounts Receivable)

hello,
thank you for this great forum,

we are small business services for professionals (so we sell only services by the end of each month).

How to be able to modify direct invoices later (before be paid) ??
If we try, modify transactions, we can only edit quantity  record, but not modify price, or add/delete invoice lines ??


Thank you for help

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3 Reply by kdaffef

(21 replies, posted in Setup)

yes, great advice,

ok to insert terms and conditions in a fixed small font : how to ?

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4 Reply by kdaffef

(21 replies, posted in Setup)

OK apmuthu, thank you for this explanation.

We will not change anything to avoid unknown errors then. But, it will be good feature to choose this option (Delivery or not for items).

Last express question, succeeded to not display delivery address in invoices, but how to limit the main invoicing items to 10 lines for example (have just only few invoice items). Then, will have bigger place to display our services end payment conditions.

Thank you again so much for help,

Regards

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5 Reply by kdaffef

(21 replies, posted in Setup)

thank for your reply, we invoice call center services by the end of each month (recurring invoices ?) and sell some food in restaurant : we do not deliver anything, we can can disable delivery pane ?

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6 Reply by kdaffef

(21 replies, posted in Setup)

Ok That's working smoothly,

One other question : when we invoice services, there is no delevery in reality, how to deactivate auto delivery documents as we do not need and use them ??.

- and during services invoice creation, how to disable delivery adress question ??.

Thank you

Regards

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7 Reply by kdaffef

(21 replies, posted in Setup)

That's Ok, thank you
Is there any way to deactivate delivery system (in invoices fro example) , because we do not use it at all ?

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8 Reply by kdaffef

(21 replies, posted in Setup)

I fact, my two activities are very simple and small ones (they are in the same legal entity).

My needs are for this stage are to be able to track Debts and Credits for both activities (no stocks, no inventory, no productions, no workers, ...).

For the restaurant : i  want to enter my few bills, my turnover (cash, Cheques, Credit Card) each day.

For call center : by the end of the month, need to my make invoices (services articles so no stock) to few clients, and register few bills (internet, communications, ...)


Could this be done by creating two imputation points to which we link debts and credits.
Want to have the suitable schema to begin this project, have you others advices  ?

Need also enter my last year transactions for both activities, and when done, begin this current year : how to make that ?


Thank you and want to contribute to your fantastic project.

Regards

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9 Reply by kdaffef

(21 replies, posted in Setup)

Thank you for this proposal but for the moment, we need just to  enter our amounts  in FA.
How to do that as simple as possible?

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10 Reply by kdaffef

(21 replies, posted in Setup)

do you have any idea about how to enter restaurant income as its composed of cash + credit card + chq each day ?.

Also, i do not well understand the reply above talking registering two different manager ?

regards

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11 Reply by kdaffef

(21 replies, posted in Setup)

Very nice and fast replies. Thank you

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12 Topic by kdaffef

(21 replies, posted in Setup)

As a new user, i find that FA is extremely well designed, excellent performance and nice user interfase
But Have one question as i don't explore the whole of this creature :
My business is composed of two branches :

1- Fast food small restaurant : we sell sandwiches and drinks, and accept cash, credit cards, chq ...
every day, we should note (few supplies bills, sales amount in €, ...)

2- small call center : we are 2 persons to work for few doctors : our job is receiving their office calls and register their appointments on a shared calendars. This work is invoiced each end of month as a service in  €.

each month, we need to get Sales / Expenses reports for both branches

my forum friend, is this can be well done with FA ??.

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