Notifications
Clear all
Topic starter
September 14, 2022 16:32
For beginners, this short article summarizes the ways in which quotations, invoices and other documents can be written in the gFM Business ERP software.
1. write offers and invoices from the customer administration
The CRM module [Customers] contains several functions that can be used to create documents in the billing document directly for the customer called up. The following functions are available in the customer module for creating documents:
- New offer
- New order
- New invoice
- New credit note
- New order
After selecting one of these functions, the document is immediately displayed in the [Invoice] and the customer called up in the customer module is inserted as the document address.
2. write quotations and invoices directly in the invoice
All document types can also be created directly in the invoicing module. With the respective [New]-function, an empty document is created which can then be assigned to a customer. If several clients are used in gFM Business, the desired client must be selected before the document is created.
3. create invoices from the time recording
The CRM module [Customers] contains in the module [Services] a time recording system in which working times can be recorded. With the context-sensitive function [Settle unbooked entries] a service log is automatically created and a new invoice is created in the billing module for all services that have not yet been booked.
Greetings from Kirchhatten
Markus Schall
gofilemaker.com - MSITS
10. January 2023 22:11
hello mr. schall we are currently working intensively with our purchased gfm pro and studying all processes....
at the moment the question is: how do i recognize that an article has been included in an invoice (partial invoice)?
This post was modified 3 years ago 2 times by Steffen
Topic starter
12. January 2023 11:15
Hello, if an article has been transferred to an invoice, this can be viewed in the article management under [Article > Article master] in the right-hand column in the [Sales] tab. All invoices are listed there with invoice no., date, quantity as well as net and gross price in which the item called up is an item.
Greetings from Kirchhatten
Markus Schall
gofilemaker.com - MSITS
12. January 2023 13:03
Hello, thanks for the answer, I had expressed myself incorrectly.... Question was :
if I have created an order and create partial invoices or partial delivery lines from it ... how can I recognize for each item that I have already transferred it to a partial invoice, for example.... and which items are still open...
Topic starter
16 January 2023 08:08
If you click on the field for the number/quantity in an order item, a popover dialog opens in which, among other things, the delivered quantity is displayed.
In the right-hand column of the item, you will find the [Status/follow-up document] field, which displays the linked delivery bill and the linked invoice for the item.
If the goods in the item have been booked out of the warehouse stock, this is indicated by the green color of the storage location field.
As of gFM-Business Custom Pro, all masks can also be customized according to your wishes, e.g. if you want certain fields to be displayed directly in the item list.
Greetings from Kirchhatten
Markus Schall
gofilemaker.com - MSITS
The forum for the Claris FileMaker-based gFM-Business ERP software with CRM, merchandise management system and invoicing for Apple Mac, PC and iOS. It serves the exchange between users, developers and gofilemaker.de. The forum boards are divided into overarching topics and modules such as customer management, merchandise management or invoicing. Anyone interested is welcome to actively participate in the forum.