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Accelerate uses the Funder/Dealer/Relationship that you've selected when building the quote to fill out the 'Invoice To/From’ field. If you wanted to invoice an external source (for ply-lining for example) you can select the appropriate relationship. Accelerate will automatically add the correct amount of VAT dependant on the VAT type selected. |
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Adding an Order to
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a Cashflow
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To assign an order to a Cashflow, click the Edit Pencil on the Cashflow in the ‘Cashflows’ dropdown on a Quote:
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You can select the Relationship, Opportunity, Quote (and optionally Order) to which the cashflow should be moved. Then click ‘Save’ to move your Cashflow!After confirming your intent, the cashflow and any related payments will be moved lickety-split.
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Adding Cashflows to a Contravt
You can add a cashflow to contact after delivery has been completed.
To add a cashflow you must first go to Contracts> the contract you wish to edit> select the pencil icon to edit the order from which the contract was created. Your screen should look like this -
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Next you will need to scroll down to where the cashflows are listed - You can then add the information that you require and then select 'Add Cashflow' to add the cashflow to the order.
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Your final screen should look like this -
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Your cashflow has been added!
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