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Invoice Template

Question asked by sunwelding on May 8, 2013
Latest reply on May 9, 2013 by philmodjunk


Invoice Template


     I am trying to use the invoice template, however there are a few modifications I would like to add


     1. Can the prodcuts have sub-catagories? (ex. I select the model P34 and then I can choose color, interior, handle, etc.)  I want all these fields to show on the sales order and invoice. 

     2. Can I create different price levels for retail and dealer?

     3. Is there a simple way to create a sales order before jumping straight to the invoice?  I would also like to add a deposit field where when the customer leaves a deposit when they place the order it is reflected in the balance. 

     4. Projection Finish Date- created off of the order date and how many units are in production.