How do I change a Bill from open to paid?

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• How do I change specific field names when I generate the Bill in PDF format?

  To change specific field names when a Bill is generated as a PDF, go to Menu and select Settings. Under Settings, choose templates and from the drop down on the top right, select Bills. Here select the template you wish to edit and then click the ...

• Modifying a Change Order

  Modifying or Editing a Change Order Line Item Open the Change Oder you need to modify and click the green Pencil icon in upper right to edit the Change Order. Scroll down to list of Change Order Items. One the far right, click on the green pencil ...

• How do I generate a Bill from a PO?

  To generate a Bill from a PO, go to the Menu, choose Purchase Orders and select the PO that you want to generate a Bill for. Open the Purchase Order, scroll down to the bottom right and from the Actions drop down, select Generate a Bill.

• How do I set the status of a To-Do from open to completed?

  To mark a To-Do from Open to Completed, go to the Menu, and open the To-Do module. Open the To-Do you would like to mark complete and then click on the pencil icon on the top right to get into Edit mode. Once here, click on the Status drop down and ...

• How do I to post a payment to a Bill?

  To post a payment, go to the menu and open the bills module. Once opened, choose the bill that you would want to post the payment too. Once opened, scroll down to the bottom right of the bill and the click on the Actions drop down and here you will ...