BIZZ WIZZ INVOICING
MAIN MENU

Bizz Wizz : Setup , Main Menu , Ledger , Phone Book , Invoice Book , Stock Book , Order Book , Creditors , Point of SaleBusiness Name , DiaryWages , Document Manager , Unlock , Backup, Memo

See Also :   Invoice Main Menu , Invoice List , Customer List , Add and Edit Customers , Sales History , View / Edit Invoice , Age StatementsPay Invoice , Job Schedule , Service Module , POS Setups , Hot Key Setups

NOTE: By moving the mouse over the buttons, the help box at the bottom of that screen will give you a brief description of the function of that button.

MAIN MENU:

Invoices can be saved in books of 9999 Invoices or less per setups.  Invoices books Prefixs are A to Z,  this letter is only used to give the book a reference Prefix and  is NOT the first letter of a name.   Books 1 to 9 are used for repetitive Invoicing only.  Eg.( Same Invoice each month ) 
Invoices can be Tagged as Quote, Estimate, Job card, Backorder,  Hire, Layby and Invoice.

INVOICE MENU TAB  

1 Make a New Invoice Or Edit Customer List button:   Click on this button to edit an existing customer and to make a new Invoice.  Go to Customer List for more information.
2 Copy an Invoice to make a New Invoice button:  Find the Invoice number that you want to copy.  Then make sure you are in the prefix book you want to copy to, type in the number and the prefix of the Invoice to be copied and the Invoice will be copied over as a new Invoice but tagged as a quote.  When you change it to an Invoice it will take stock out of the Price book.

3 Load an Old Invoice
button:   Clicking on this button will bring up a dialogue box.  Type in only the number of the Invoice if it is in the current book.  If you are searching for an Invoice in another book you must enter in the book prefix letter as well as the invoice number.  Click OK and the Invoice will show.
4 Load last Invoice Worked On button:   Clicking on this button will allow you to go back to the last Invoice you were working on to continue editing and entering information until finalized.
5 Load Last Invoice in Book or Load button:  When this button is clicked the last invoice in the current book will show.

6 Ageing and Statements
button:   A dialogue box will show when this button is clicked.  Type in the Book Prefixes you want to look in and click OK.  This will take you to the Aged Statement List.  Go to  Aged Statements List for more information.

7 List and Find Invoices
button:   When this button is clicked it will take you to the List Invoice Screen.  Go to Invoice List  for more information.
8 Quick List All Invoices button:  This will list all Invoice just like button 3, But in one click only.
9 Quick List All Not Paid Invoices
button:  This will list all not paid Invoice just like button 3, But in one click only.

0 Customer Service Module
button:   This button will take you to the Customer Service List.  For more information go to Services List.
J Load Job Schedule Manager button:  This section will let you age and set readiness of the job to be done so parts can be organized ect.. Job Schedule

Exit Invoicing / Statements
 button:  When this button is clicked you will then be at the Bizz Wizz Main Menu.

BOOK =
   This shows you the' Invoice book letter prefix' you are currently using.  To change books use the up and down arrows,  However the book should only be changed when starting a new book .
Do not change the book prefix here when looking for old invoices in other books, this is not the way to find old Invoices (Use load old Invoice or Listing Invoice screen)

INVOICE TOTALS:

This window shows Invoice Totals

Invoice Totals is used to add together selected invoices In the selected book and can also add Job cards and Back orders if selected.  Tick and tag the options that are on the screen and it will show Loyalty points if used, markup ex Tax, Sell Parts ex Tax, Sell Labour ex Tax, Ex tax Total, Tax Total, Full Total, Amount Paid and the Not Paid Total.

Total Loyalty Points   shows the amount of Loyalty Points on fully Paid Invoices if used on the selected Invoices.
Total Cost  shows the total cost of the parts on the selected Invoices.
Total Markup Ex Tax   shows the Total Markup Ex Tax on the selected Invoices.
Sell Parts Ex Tax   adds together the Total Cost and the Total Markup Ex Tax on the selected Invoices.
Sell Labour Ex Tax   shows the Sell Labour Ex Tax on the selected Invoices.
Ex Tax Total   shows the totaled amounts of Total Cost, Total Markup Ex Tax, Sell parts Ex Tax and Sell Labour Ex Tax on the selected Invoices.
Tax Total   shows the Tax Total amount of Total Cost, Total Markup Ex Tax, Sell parts Ex Tax and Sell Labour Ex Tax on the selected Invoices.
Full Total   shows the Full  Total of the Tax Total amount of Total Cost, Total Markup Ex Tax, Sell parts Ex Tax and Sell Labour Ex Tax on the selected Invoices.
Amount Paid   shows the Paid Amounts of the Invoices selected.
Not Paid Total   shows the Unpaid Totals of the Invoices selected.
Select the Invoice Book to Add Totals in   Type in the book letter that you want to add the Totals of.
From Invoice Number   Type in the number of the Invoice you want to start from and then type in the number of the Invoice you want to finish on.
For Sales Person Only   Tick this box and then select the sales person to look at the Invoices you want the total of.. If you do not use sales people leave this tick box blank.
For Service Person Only   Tick this box and then select the service person to look at the Invoices you want the total of.. If you do not use service people leave this tick box blank.
No Date Searching
   Tag this if you are doing a general search
Find in Month and Year   When this is tagged it will bring up a month and year box.  This is for searches on Creation Dates only.  Type in the month and year required.
Find in Year Only   Tagging this option will bring up the Tax Year box.  Type in the Tax Year you want to search in. This is for searches on Creation Dates only.
No Text Searching   Tag this if you don't want to search for any text on the selected Invoices.
Find in Job No.   Tag this option if you want to include Job Numbers on the selected Invoices.
Find in Spare No.   Tag this option if you want to include Spare Numbers on the selected Invoices.
Find in Code No.   Tag this option if you want to include Code Numbers on the selected Invoices.
Enter Data to find.   Tag this option if you want to include any data within the above fields on the selected Invoices.
Include Job Cards when Adding Totals   Tick this box if  you want to include Job Cards on the selected Invoices when adding Totals.
Include Back Orders when Adding Totals   Tick this box if  you want to include Back Orders on the selected Invoices when adding Totals.

Exit button   Clicking on this button will take you back to the Main Menu.

Print Account List button   This Prints a list of total for each account.   When this button is clicked a Print option box will show.  Select the Print option to print a list of  accounts that meets the search options.

Print List button
   This Prints a list of Invoices.  When this button is clicked a Print option box will show.  Select the Print option to print a list of Invoices that meets the search options.

Print Totals button   This Prints a Total of Invoices only.   When this button is clicked a Print option box will show.  Select the Print option to print a report of the screen totals.

Total as Selected button   Clicking on this button will Total all the information you have selected to search in the search options.
 

SETUP INVOICING:

This window shows you the Setups for Invoicing.
Some of these Setups are set by default. Please check the list and tick or un tick the options that are relevant to your business.

Invoices Per Book  100 - 9999   The number 9999 is a default figure.  If you wish to change the number of Invoices per book, enter the number you require.
Print Invoices to Docket Printer   If this option is ticked Invoices will be printed to docket printer only.
Pos Hardware Setups   Clicking on this will bring up a dialogue box.  Click on Pos setups for more information
G.S.Tax = Tax
 Tax column On sell Price  OR  Un tick for Tax on Buy Price   If using G.S.T. this option must be ticked.
Automatically put Default Tax Rate in  This box must be ticked if using G.S.T.
Email using Outlook not Bizz Wizz   Tag this option if using Outlook, untag if using Bizz Wizz to send emails. It is better to send your email using Bizz Wizz as it links in better.  All returned emails will go to your default  email program.
Round total to 5 cents   Tag this option if rounding to 5 cents.
Turn Sound Off   Tick this box if you do not want to hear messages ie ( quantity, cancel etc).
Total Ex Tax to 4 decimal places (tick with G.S.T.)   Using this option gives a more accurate figure for G.S.T.
Show Printed Invoices Only on Statements & Aged Screen   If you use the statement feature tick this box.
Put Paid Invoices up to __ Days old   If you use the statement feature tick this box and type in the number of days you want the Invoice to age.
Do not ask to reduce build items stock qty. when invoicing ( Build on the fly) This is when you have a build list for an item and you have 0 stock of that item. you will be asked to reduce the stock on the items in the build list so you can sell the item with out having you stock qty go out. 
Points Per Dollar 1-9 __ Default Minimum for all Lines
   Enter the number of of Points Per Dollar.  This will show for every line on the Invoice whether the item comes from the stock book or is manually entered onto the Invoice.
Don't show Sales Rep on Invoice printouts Just hides the reps name on the invoice printout.
Use Service Rep instead
Tick to swap the sales rep with the service rep when printing.

Rename Order Field
   The order  field can be renamed. Both upper and lower case must be used.  Due to size restrictions keep the name change to a minimum.
Rename Job Field   The Job  field can be renamed. Both upper and lower case must be used.  Due to size restrictions keep the name change to a minimum.
Rename Spare Field   The Spare field can be renamed. Both upper and lower case must be used.  Due to size restrictions keep the name change to a minimum.  This field can also be printed on Invoices.
Rename Code Field   The Code field can be renamed. Both upper and lower case must be used.  Due to size restrictions keep the name change to a minimum.  This field can also be printed on Invoices.
Message No  1   Click and type in any message you would like to print on your remittance.  Upper and lower case can be used or just upper case.  If upper case only is used, consider the length of the message as there are character size limitations.
Message No  2   Click and type a second message you would like to print on your remittance.  Upper and lower case can be used or just upper case.  If upper case only is used, consider the length of the message as there are character size limitations.
Invoice Not Paid   Click and type any message you would like to print on your remittance.  Upper and lower case can be used or just upper case.  If upper case only is used, consider the length of the message as there are character size limitations.
Hire Not Paid   Click and type a second message you would like to print on your remittance.  Upper and lower case can be used or just upper case.  If upper case only is used, consider the length of the message as there are character size limitations.
Paid / Receipt   Click and type in any message you would like to print on your remittance.  Upper and lower case can be used or just upper case.  If upper case only is used, consider the length of the message as there are character size limitations.
Overdue Inv.   Click and type in any message you would like to print on your remittance.  Upper and lower case can be used or just upper case.  If upper case only is used, consider the length of the message as there are character size limitations.
Statement   Click and type a second message you would like to print on your remittance.  Upper and lower case can be used or just upper case.  If upper case only is used, consider the length of the message as there are character size limitations.
Quotation   Click and type in any message you would like to print on your remittance.  Upper and lower case can be used or just upper case.  If upper case only is used, consider the length of the message as there are character size limitations.
Estimate   Click and type a second message you would like to print on your remittance.  Upper and lower case can be used or just upper case.  If upper case only is used, consider the length of the message as there are character size limitations.

Load Last Saved Settings button   Clicking this button will load the last saved settings in Invoicing.
TIP: Save settings on one computer have this screen open on another and press load last. This will load a copy of first computers settings. 

Delete an Invoice button   When you click this button a dialogue box will show so you can enter the Invoice you wish to delete.  The book prefix must also be entered

Letter Head button   Clicking on this button will show and allow you to edit your Letter Head.  This section is also where you enter your payment options for your customers to pay you.

Printer Setup Button   Click this button to set and select the printer you are using.

OK Save button   Click on this button to go back to the Main Menu of Invoicing.

INVOICE LAYOUTS:

This window shows the Print Layout window

Print Letter Head on all Forms   Ticking this option will print your Letter Head on all Invoices.  If you are using your own pre-printed Letter Head Invoices do not tick this box.
Print "Invoice / Statement" on Invoices as no Statement will be sent   Tick to print "Invoice / Statement"  on Invoices if you don't send Statements.
Print "Invoice / Statement" on Statements so it can be used as a tax Invoice if the Invoice was lost.   Tick to print "Tax Invoice / Statement"  on Statements if you don't send Invoices or there get lost the customer can then clam GST on the statement.
Print Tax Price - Not Percentage.  Untick if tax is > $999.99.   When this option is ticked the tax amount will be printed as an amount not as a percentage, ie 10%.  If the tax amount is greater than $999.99 then dont tick this option as number will not fit in the column.
Show Tax * Qty. When this option is ticked the tax amount will be printed as an amount of ' Total Tax'  not the ' Unit Tax Amount'.
Show Retail on forms with Rate ( Wholesale, Bulk & Trade )   Tick this option to show Retail prices on Invoices for customers with W, B and T discounts.
OR
Show Bin numbers on Invoice forms in Retail Column after description.    Tick this option to show Bin numbers on Invoices for picking of parts quickly.
Print item Unit prices with Tax on Printouts .  Tick this option to show Line Item Unit prices with Tax on Printouts.
Print item Totals as Ex Tax
on Printouts .  Tick this option to show Line Item Totals as ex tax on Printouts.
Don't Print Part Numbers on Forms   When this option is ticked part numbers will not print on forms.
OR
Put part numbers in column ( Indent Description )
   Ticking this option will make the part number look like it has it's own column.
Show ( Labour ) amounts on printout when amounts are turned off   Tick to show Labour amounts on printout when amounts are turned off, just like subtotals and totals.
Ask for Signature on unpaid Invoices.  If you have a touch screen or a second screen which is a touch screen then a Signature can be added to the invoice.
Use Screen Number this sets the touch screen to do the signing on.
Tick to stop lines printing with a "|" in front on job cards.  If you put a "|" at the start of the line on a "Invoice" the line will NOT print, but it will print on a "Job Card"  if this option is not ticked.
Don't Print any items on Invoice that have prices, only Totals, Subtotals, Lines with no amounts & lines with a "-" in front   Tick to stop the printing of items on the Invoice that have prices next to them.  Print only Total lines and No Price Lines.

{Top right of page}

Print Boxes on Plain Paper   Tick to print boxes on plain white paper.
Print Boxes in Blue   Ticking this option will print Blue Lines on plain paper instead of black.
Ask before printing Line Item amounts   Tick to ask if you want to print each Item's line amounts.
Print Both Address 1 and Address 2 on form Tick this option to print both addresses on an invoice printout NOTE : fold line will print on the left hand side of print out for DL window Envelopes

mm Alignment to start printing from Top of page   Enter the number relevant to your printer as all printers are different.
mm Alignment to start printing from Left of page   Enter the number relevant to your printer as all printers are different.
? = One of the four layout 0,1,2 & 3
Invoice, Lay buy form layout    =  ?.      Print 2 times
   Select which layout you prefer and tick the box if you want to print twice.
Job card form Layout               =  ?.      Print 2 times   Select which layout you prefer and tick the box if you want to print twice.
Quote or Estimate form Lay out    = ?.       Print  2 times   Select which layout you prefer and tick the box if you want to print twice.
Put Payment options on Quotes & Estimates.  When this option is checked the how to pay options will print on a quote.
Statement form Layout                = ?.         Print  2 times
   Select which layout you prefer and tick the box if you want to print twice.
Print Statements Itemized (Layouts 0, 3 & PDF Email)   Tick to itemize Statements with all details on the Invoice listing.  You must select form 0 or 3 for Statements and PDF Email
Delivery docket form layout   = ?.    Print 2 times   Select which layout you prefer and tick the box if you want to print twice.

Use XML 2 : an Invoice can be sent to an xml file  and then emailed.
 Xml 1 is a standard xml.
 Xml 2 is for Bunnings hardware stores.
 Xml is used for companies that have an auto read of Invoices and the Invoice is read into there system without human processing. 

Load Last Saved Settings button   When this button is clicked it will bring up a dialogue box saying you are loading the last saved setups.  Click OK or cancel to change previous Invoice setups. 

Conditions of Sale button   A dialogue window will show when this button is clicked to allow you to enter your conditions of sale.
(On picture of form 2 ) is Print Conditions of Sale Form 2 only  When this option is checked the Conditions of sale will print at the bottom of form 2
Print Conditions of Sale on All forms   When this option is checked the Conditions of sale will print on the last page of each Invoice ect.
The Conditions will print in the body of the invoice, if there is not enough room a new page will be started.
Do Not Print Conditions if Paid  When this option is checked the Conditions of sale will Not print if the Invoice is Paid.  

Print Back of Page button   When this button is clicked your conditions of Sale will be printed on the back of your Invoice.  A dialogue box will ask you if you want to print payment details on the back of your Invoice.  Select yes or no.  Another dialogue box will ask you how many pages you then want to print.  Type in the number of pages, click OK and the print menu will show, then click on print.

Letter Head button   Clicking on this button will bring up the form to enter your Business name details.  Go to Designer

Printer Set up button   Click on this button to select the printer you are using and it's settings
NOTE: Default Setting for your print should be setup in the windows control panel in Printers.

OK Save button   Click this button to return to the main menu Of Invoicing and to save settings