Why do we need to performed an End of the Day procedure?

•  Closed invoiced 
  • Can't be edited but the payment mode can be changed. FAQ ....
  • Can be found in the step "INVOICED" from the list of estimates. 

• End of the Day will:
  • Transfer invoices to history,
  • Make billed hours available for technician performance,
  • Add the invoices to the sales statistics. 

End of day procedure 

• Go to "Point of sale",
• Choose "F10" - End of day,
• Click on "Yes" when you see the validation question,
• Select the reports that you wish to print along with your end of day,
• Activate the option "Display reports on screen" if you wish to display the reports before printing them.

• Select all invoices,
• Select particular invoices,
• Select invoices from particular day/days by selecting the option "Select date",
• Select invoices that were paid with a particular payment method.

When you are done with the selection of invoices:

• Click on the green check mark in order to proceed with the end of day.
• The reports that have been selected will be printed/displayed on screen.
• When all reports are printed/displayed you will see again the "End of Day Options" module
• Click on the "Exit" icon
• Answer with "Yes" on the validation question if your reports are balanced.