Xerox FreeFlow Web Services Support & Software ユーザーガイド
Invoicing and Billing
Print Service Provider User Guide
249
c
Specify a reason (or other relevant information) for making the change.
d
Click
OK
.
6
When you are done editing the activity, click
OK
in the
E
DIT
A
CTIVITY
dialog box.
Viewing Quote and Order History
You can view a list of the stages, to date, in the life cycle of a quote or order.
1
Navigate to
A
CCOUNTS
->
S
ALES
->
Q
UOTES
. The
S
ALES
-
Q
UOTES
window opens and displays all
Open quotes. For an explanation of statuses, see
Understanding Quote/Order Statuses and Icons
(on
NOTE:
The steps in this procedure describe how to view the history of a quote. To view the history of an
order, perform these steps in the
S
ALES
-
O
RDERS
window (
A
CCOUNTS
>
S
ALES
>
O
RDERS
). The
S
ALES
-
O
RDERS
and
S
ALES
-
Q
UOTES
windows are almost identical.
2
Select the
Account
in the drop-down list.
3
If helpful, filter the display.
4
Select the quote in the
S
ALES
-
Q
UOTES
list.
5
Select the
History
tab to view the list of the stages in the quote’s life cycle.
To view the details of a particular stage, click the
button in the
D
ETAILS
column for that stage. The
A
CTIVITY
D
ETAILS
dialog box opens and displays the Activity description. When done viewing the details,
click the
Close
button in the Activity Details dialog box.
NOTE:
Any action in the Quote or Order History tab is written in the same language the user was logged in
with while performing this action.
Invoicing and Billing
The Billing module of Web Services Order Center enables you to generate and manage the billing
documents. This module provides:
•
Separate screens, under
A
CCOUNTS
->
B
ILLING
, for generating and handling invoices, receipts, credit
notes, and deposits, at the account level.
•
The
B
ILLING
M
ANAGER
screen (
T
ASKS
->
B
ILLING
) that provides a single entry point for monitoring and
intervening in billing issues for any account. This screen and its usage is described in
Managing Your
Business And Production
(on page 259).
This chapter provides instructions for performing the following tasks:
•
Handling Deposits
(on page 249)
•
Handling Invoices
(on page 252)
•
Handling Credit Notes
(on page 254)
•
Handling Receipts
(on page 257)
Handling Deposits
A deposit is a partial payment for an order, made by the customer in advance before commencing work on
a job, and is therefore linked to a specific order. Because it is possible to make several advance
payments, multiple deposits can be linked to a single order.
Deposits for an account are handled in the Deposits screen. The screen contains two panes:
Deposits for an account are handled in the Deposits screen. The screen contains two panes:
•
The left pane lists the deposits for the account. By default, only the draft deposits are listed and the list
is sorted by issue date, in ascending order. The list can also be sorted by each of the data types by
clicking the corresponding column header.
•
The right pane lists information about the selected deposit. It contains two tabs:
o
General tab—lists general information such as contact person and billing address.
o
Details tab—displays key details specific to the particular deposit. This includes order number,
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