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John Cardinal
2022-07-18 00:03:52 +00:00
parent f8f558c548
commit 30ef6863f6
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docs/docs/invoicing-howto.md
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# Invoicing overview # Invoicing
Once you have completed setting preferences in QBI and linked objects you are ready to Invoice. Once you have completed [setting preferences](install-preferences.md) in QBI and linked objects you are ready to Invoice.
When QBI is started, unless there are errors or missing settings it will by default show a list of work orders available for Invoicing: When QBI is started, unless there are errors or missing settings it will by default show a list of work orders available to be invoiced:
![main workorders ready to invoice](img/main-work-order-list.png) ![main workorders ready to invoice](img/main-work-order-list.png)
## Problem work orders ## Problem work orders
In the image above you can see by the red exclamation circle icon in the row header at the left that the first three work orders have some issues to be fixed to allow them to be invoiced. In the image above you can see by the red exclamation circle icon in the row header at the left that the first three work orders have some issues to be fixed before they can be invoiced.
Usually this is caused by some objects on the work order that have not yet been linked to QuickBooks so QBI doesn't know how to invoice those objects yet or a price that varies between QuickBooks and AyaNova. Usually this is caused by some objects on the work order that have not yet been linked to QuickBooks so QBI doesn't know how to invoice those objects yet or a price that varies between QuickBooks and AyaNova.
@@ -44,7 +44,9 @@ If the issue is a Part price that is different in AyaNova than it is in the link
![fix price mismatch](img/fix-problems-price-dialog.png) ![fix price mismatch](img/fix-problems-price-dialog.png)
There are four possible ways to resolve this issue: There are four possible ways to resolve this issue.
Note that the first two just change the workorder price and do not affect the AyaNova object or the QuickBooks item for other use - whereas the last two actually change the price of the item as well as the workorder price.
#### Use the workorder price as it is; even though it's different #### Use the workorder price as it is; even though it's different
@@ -66,6 +68,12 @@ _Parmanent fix_ - this change survives restarting QBI before invoicing.
#### Set the QuickBooks object's default price to be the AyaNova price from now on #### Set the QuickBooks object's default price to be the AyaNova price from now on
Leaves the retail price as is in AyaNova service workorder, updates the default retail price of the QuickBooks object to that of the AyaNova Part's retail price, and invoices out at that AyaNova retail price in the QuickBooks invoice.
Note that only QuickBooks items that are of Inventory type can have their default price changed in this way.
_Parmanent fix_ - this change survives restarting QBI before invoicing.
## Ready to invoice work orders ## Ready to invoice work orders
The last work order in the list has no error icon and is [ready to be invoiced](invoicing-single-vs-multiple.md) now. The last work order in the list has no error icon and is [ready to be invoiced](invoicing-single-vs-multiple.md) now.