Document Actions
Summary
Client work flow summary.
Step by step technician customer interaction.
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1
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4.
Client Work Flow Stages including areas in the Ledger.
- Follow the incoming call script.
- Record the Customer Information (AR, Customer)
- Enter a Sales Order (AR, Sales Order)
When we receive a request for service,
- Convert Sales Invoice from a Sales Order.
Work has been performed and time to invoice the client
- Cash Receipt
Client is making a payment
Printing
