INVOICE MANAGEMENT

Edit the invoice control record – The invoice control record is where you tell the invoice manager how you want the invoices printed, what return address to use on invoices and what General Ledger account(s) to use for the invoice receivables when the invoices are posted.

Create billing descriptions (The basics) – All ConStar Finance invoicing of unit accounts is done through billing codes. These billing descriptions provide critical information about billing rates, billing descriptions, tax processing, and the General Ledger accounts to be updated when an invoice is processed.

Create billing descriptions for corporate accounting – An example of corporate accounting might be a property management firm with its clients being the individual condo corporations or rental buildings.

Create a basic non-repeating invoice – This demo introduces you to the screen where a new invoice can be created. We will create a simple invoice to a unit for the monthly charges. While you would normally only create such an invoice for corporate accounting or commercial accounting, this is a simple way to show you how it is done.

Create a template invoice that travel to a client database – Template invoices can be used over and over again without the need to repeat the data entry. Templates can be released for processing on a monthly, quarterly, or annual basis.

Print a non-repeating invoice – This demonstration shows you how to print the basic non-repeating invoice that was created in demo # 4

Edit and print a repeatable invoice – This demo will show you how to turn a template invoice into a real one. The real invoice will be edited to change the billing quantity for the postage charge and then the adjusted invoice will be printed.

Sample basic invoice – This is a sample of the print image for a basic invoice as created in demo number 4. The demo shows you the top and bottom portion of the print image. To control the demo, move your mouse to the top right corner of the screen. A drop down control panel will appear whee you can control the running of the demo.

Sample invoice with expense coding – This is a sample of the print image for an invoice with expense coding as created in demo number 5. The demo shows you the top and bottom portion of the print image. To control the demo, move your mouse to the top right corner of the screen. A drop down control panel will appear whee you can control the running of the demo.

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