Step 3 of 9: Getting Started with Invoicing

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Welcome to the dESCO on-boarding program covering the primary modules of ESC. This session will cover the Sales Invoicing module.

The Sales Invoicing modules within ESC handles everything from invoices to quotes to credits and more. It records notes to History from Invoices, Adjust Inventory quantities when Items are sold or returned and controls a multitude of other features.

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Terminology

  • Post: 1-way transfer to your accouting package
  • Departments: Job Class in Quickbooks
  • Sales Person: Person receiving Commission
  • Clerk: Person on a POS register
  • Billing Code: service Items
  • On Hold: Invoice does not push to accounting package
  • Item: Billing Code, Part Code, History Code
  • Part Code: Inventory Item
  • History Code: History entry line Item

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