User guide

239CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice

Split Items to a New Invoice

0101

01 Select Split Task button—>Split Invoice dialog

0202

02 Select item to split from current invoice

0303

03 Select Split>> button to split item to new invoice

0404

04 Select item to restore to original invoice

0505

05 Select <<Restore button to restore split item

0606

06 Select OK [F12] button to complete split—>invoices printed

(NOTE: Restore will not work after a split has occurred.)

View Associated Orders in Original Visit

The collection of orders automatically split into several invoices as the

result of the Intelligent Invoice Splitting function is called a visit.

0101

01 Select Visit History Task button to view visit orders—>Search view

0202

02 Select Close [F12] to exit Search view—>General tab

Change Order Promised Date

0101

01 Select the Change Promised Date Task button—>Calendar view

0202

02 Select new time using [-] and [+] buttons

0303

03 Select new date by pressing day button—>General tab