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more_mobile_pos_settings [2014/10/24 14:23 (10 years ago)] swindmore_mobile_pos_settings [2016/04/07 16:56 (8 years ago)] – [Some Key Points To Note] sjackson
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 ====== Some Key Points To Note ====== ====== Some Key Points To Note ======
  
-When you synchronize invoices back to System Five, all Cash type invoices will synchronize back as Cash invoiceand all parked invoices will synchronize back as Estimates.+When you synchronize invoices back to System Five, all Cash type invoices will synchronize back as Cash invoiceand all parked invoices will synchronize back as Estimates.
  
-The Windward Mobile app was not designed to do AR invoices for your charge customers. However, there is a workaround to do this. You can create an invoice for your charge customer and assign their name to the invoice. The Mobile app will not allow you to complete the invoice without applying a payment. However, if you have set the mobile app to upload parked invoices, you can park the invoice for your customer, synchronize it back to the main dataset where it will appear as an estimate, then open the invoice in System Five and change it from an estimare to an AR invoice.+The Windward Mobile app was not designed to do AR invoices for your charge customers. However, there is a workaround to do this. You can create an invoice for your charge customer and assign their name to the invoice. The Mobile app will not allow you to complete the invoice without applying a payment. However, if you have set the mobile app to upload parked invoices, you can park the invoice for your customer, synchronize it back to the main dataset where it will appear as an Estimate, then open the invoice in System Five and change it from an Estimate to an AR invoice.
  
  
more_mobile_pos_settings.txt · Last modified: 2021/05/11 21:44 (3 years ago) by plagrada