The invoicee details are the full address of the person or company you want to invoice for testing which are different to the testing address. You can select this address to be used on an invoice rather than the customer testing address. This is usefull if you test several sites for the same company.
Note, you must
first download test results from your PAT tester, or open a file that you have
previously saved in order to enter Invoicee Details.
Once you have done this, go to the "Customers" menu (from the top menu bar) and choose "Invoicee Details"
The Screen above shows that you can enter the full address information. Once you are happy, click OK. If you click on Cancel then none of your changes will be saved. Note that if you enter an invalid postcode, email address or phone number, you will be notified of the errors but not prohibited from continuing.
If you enter a Purchase Order Number in the Order Number field, this will be printed out on any invoice you print.
Status Bar Invoicee Marker
When you have added Invoicee details to a customer, you will see the 'Inv' marker at the bottom of the main screen in the status bar area. If you click on this marker the Invoicee Details screen will be loaded. See Also The Main Screen
Click on Email to write an email to the Invoicee. This obviously will only work if there is an email address in the email field.
When you click on this button you will see a dialogue of all your previous SimplyPats data files.
If you select one, the Invoicee details from that file will be imported into this file. This can be useful if you have retested a customer and want to save yourself time typing in the Invoicee details from last year. Simply select last years data file and it will copy the details in for you.
Copy From Customer
You can use this button to copy the address details from your Customer. It is possible that your Invoicee may be in the same building as your customer and you just want to change a contact name. NOTE! This will overwrite any current details you have entered with all those from the Customer Details screen.
When you click on this word button you are prompted whether you want to include a body document. Following this question you will see a word document created with the Invoicee address and your address already completed and dated. See Also Contacting Your Customer
Allows you to print your invoicee details or generate a PDF of the print out. See Also Print Preview
Closes the Invoicee Details screen and abandons any changes.
Closes the Invoicee Details screen and saves any changes.
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(This Topic Last updated 20/07/2011)