User`s guide

Furniture Wizard User’s Guide

1) Enter the Payment Type, Payment Date, and how much you collected in the Amount Paid

field.

2) Enter Amt Paid, and click Enter on your keyboard. A message will appear that confirms

the payment was recorded. Click “Print Invoice” to print out a copy of the invoice.

At any point you can toggle back and forth between the payment lines and the item detail lines by

clicking on “Show Payments/Show Order Items” button.

Modifying an Invoice

There are two cases in which you may be modifying an invoice: before inventory is actually

processed in Furniture Wizard, and after inventory has been processed. In either case, Furniture

Wizard provides a straightforward method to modify invoices; however, the way in which you

initiate the changes and some options differ.

Modifying an Invoice Before Inventory is Processed

Use the Quick Search Form to call up the Invoice. When the Invoice Form is opened with the

Invoice information filled in, click “Modify”, or use the shortcut Alt-M. You can now add new items

to the invoice, delete items, enter payment information, and make any changes to the Invoice.

When making changes to an individual line item, double click on the line item description to open

the Edit Invoice Items window and make your changes here.

To delete an item from the Invoice, double click on the item’s description field to open the Edit

Invoice Items form, and then click on the “Delete Item” button.

Delete

Items

using the

Delete

item

button.