Dental Lab Customer & Production Management

Try In Invoicing

Try In Invoicing

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Try In Invoicing

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Usage:

TryIn cases are handled differently than other cases in the laboratory. You can now specify the Invoicing Option for a Tryin Case.

 

Navigation:     File > Global Settings > Global > Case Options > Try In Invoicing tab  

 

V15 - Case options - Try in Invoicing

Case Options - Try In Invoicing

 

Available options:

You can specify the following Invoicing Options for a TryIn Case:  

Invoice the Case and Create a new Open Case with zero amount

Case Status will be set to: as it is displayed on screen.

When creating the new Case, do NOT transfer: select what not to transfer on case creation:

oProducts & Tasks

oCase Documents

oNotes & Instructions

Do not invoice the case, Just change the Status

Case Status will be set to: as it is displayed on screen.

Invoice a portion of the Case and Create a new Open Case

Case Status will be set to: as it is displayed on screen.

If you enable this option, enter the Percentage of Case to Invoice.

Reset TryIn Case on Return

Set Case Status to "In Production" when product is added to Try-In Case

When creating a new TryIn Case

Transfer all tasks to the new case

Transfer all Materials to the new case

Set Due Date to Blank

Add all Customer Default Products

Click Apply on settings form if you would like these changes to take immediate effect or OK to save and close the Settings form.

 

See also:

Case Entry options

Case Invoicing options

Case Scheduling options

Follow-Up Call options