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TOPIC: Invoice

Re: Invoice 10 years 10 months ago #5966

Name
Phone #
Address of the inspected house  (Everything I do I reference to the inspection address)

I put what ever info I can into the customer info area (except c/c info, I don't keep anyone's c/c info anywhere) 

As far as pricing is concerned, I have it set up for all the different pricing I use, pull up the list and bam... If I want to use a discount I go to the next line and pull up the same list and I have all my discounts there.  I even have it set up for mileage.  I just enter the number of miles and it figures out how much its suppose to be.

I have ran into one problem though,  If I have multiple prices (multiple lines) and I need have a discount, I must put the discount after each line item.  I can't just do one discount for the entire invoice.

IE

Inspection............  $200
10% discount........  -$20
IR Inspection........  $300
10% Discount.......  -$30

Total..................  $450


Also I don't use anything except the invoices.  There are four parts to it I could use if I wanted.  Estimates, Invoices, Payments, and Receipts.

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HLC Home Inspections LLC
www.OklahomaHomeInspector.biz
We are a licensed inspector for the state of Oklahoma.?  Our focus is Oklahoma City, Moore, Mustang, Yukon, Tuttle, and many other areas surrounding OKC.
HLC-Home-Inspections-Oklahoma-City

HLC Home Inspections LLC...

Re: Invoice 10 years 10 months ago #6022

Ok, good to know.

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Dominic Maricic
Home Inspector Pro Home Inspection Software - CEO

Re: Invoice 10 years 10 months ago #6032

If you need to know anything else just let me know.

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HLC Home Inspections LLC
www.OklahomaHomeInspector.biz
We are a licensed inspector for the state of Oklahoma.?  Our focus is Oklahoma City, Moore, Mustang, Yukon, Tuttle, and many other areas surrounding OKC.
HLC-Home-Inspections-Oklahoma-City

HLC Home Inspections LLC...

Re: Invoice 10 years 10 months ago #6038

I am using Peachtree Accounting and I use it to track all of my income and expences, once it's set up and maintained all I have to do at the end of the year is burn a backup disc and give it to my accountant. :)

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Jon Smith
Jon's Certified Home Inspections, LLC
www.JONSHOMEINSPECTION.COM
Serving Muncie, New Castle, Richmond, and Winchester Indiana

Re: Invoice 10 years 10 months ago #6043

Why are you doing all the work for your accountant?  Do you know more than they do?  That's what they get paid for. 

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HLC Home Inspections LLC
www.OklahomaHomeInspector.biz
We are a licensed inspector for the state of Oklahoma.?  Our focus is Oklahoma City, Moore, Mustang, Yukon, Tuttle, and many other areas surrounding OKC.
HLC-Home-Inspections-Oklahoma-City

HLC Home Inspections LLC...

Re: Invoice 10 years 10 months ago #6069

Yeah but you pay them LESS if you do more yourself!

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Dominic Maricic
Home Inspector Pro Home Inspection Software - CEO
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