1. How does the invoice option work?

In DataQlick all invoices can be created from Inventory/Products page or from Forecast page or from Analysis/Products page. DataQlick uses simple approach to select products to Selection List and create SELL order by clicking Sell button on action panel (Selection List Panel) on the right side of the screen. Creation of Invoice:     How […]

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2. How to create an invoice?

Sell order (Invoice) is created by clicking on Sell button on Selection List Panel on right side of the screen. All product which is on Selection List at this moment will show up on new opened page of new Invoice. After product to be sold is selected on Selection List user create new Invoice by […]

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4. Can invoices already sent be edited?

To edit invoices that you have already sent is made using in-table menu option Edit Invoice Go to Invoices page Find Invoice that you need to edit On in-table menu select Edit Invoice option User can edit anything on Invoice and after that click on Save button on top right.     How helpful was […]

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6. How can I add a sales person to my sales orders?

There 2 ways in DataQlick where sales persons can be tracked: Each user has its own login credentials and every invoice produced by that user his/her username will be attached to invoice and stored in database for future tracking in reports or exracts. Invoice contains field named Class This field is tracking category linked to QuickBooks […]

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8. About Classes, Tracking Categories and why use them?

There are 2 Tracking Categories being used in both accounting systems QuickBooks and Xero. So, DataQlick uses 2 Tracking Category and names them Class and Location. Set up tracking categories to see how different areas of your business are performing (such as departments, cost centers, locations or even by projects or sales people). This way, […]

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10. How do I monitor the status of my invoice?

Tracking of invoices is done on Invoice page. There are 2 statuses you can monitor for your invoices: Payment status. Fulfilment status There are 2 financial statuses: Pending (unpaid) and PAID To monitor, filter and track statuses of payments and fulfilment quick filters can be used: UNPAID will filter all unpaid invoices Unfulfilled will filter […]

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