This video provides a detailed walkthrough of the invoicing system within Framing POS. It demonstrates the essential steps for navigating the invoice directory and creating new records for customers. The tutorial highlights professional features such as the ability to add miscellaneous charges for packing or delivery, the process for recording partial payments, and the integration of retail products using Google Sheets. Viewers will also see how to utilize advanced communication tools like integrated two way text messaging and emailing directly from the platform.
To help you find the specific information you need, we have provided a list of chapters below. You can skip to the part you want to see using these timestamps:
00:00 Introduction to Managing Invoices
00:13 Accessing the Invoice Directory
00:22 Viewing Detailed Work Orders
00:32 Miscellaneous Items and Taking Payments
00:44 Purchase Orders and Sales Reps
00:57 Editing Dates and Times
01:10 Printing Invoices and Work Orders
01:42 Understanding Pack Lists and QR Codes
02:16 Emailing Invoices to Customers
02:27 Sending Two-Way Text Messages
02:56 Batch Actions and Status Updates
03:14 Cloning, Voiding, and Deleting Invoices
03:20 Using Universal Notes Across Work Orders
04:02 Updating Multiple Due Dates
04:14 Writing a New Invoice
04:50 Adding Products from Google Sheets
06:05 Bulk Directory Actions
06:39 Step-by-Step Void and Delete Process
If you would like to try Framing POS for 30 days for free, click here: https://info.framingpos.com/pricing/