How to create an Invoice using youravon.com
There are two ways to do an invoice using youravon.com. You can do one from a blank worksheet, or when you submit orders under your customers name the computer will automatically have one saved for you.
Invoicing tool from blank worksheet:
- Click the “web office” tab
- Then put your mouse over the “customer invoicing" near the top of the page, you do not need to click it, just put your mouse on top of it and a box of options will appear
- Select “invoicing tool” option
- Then choose a customer from the drop down box at the bottom of the page and select “GO”
- Choose “Blank worksheet”
- Then enter in the boxes the campaign number and item number (no spaces, example 215647) and it will put the description of the product in automatically as long as the campaign number and item number are correct
- Then you just need to enter the quantity and price
- Select the red “update” button at the bottom left hand corner
- When you are done select “Save and Print” it will not print but save it so you can -print it out later
- It does the tax and adds the .75 cent service fee automatically, you can take the .75 cent fee off if you choose
- I recommend charging a service fee to help with shipping costs
-You can also hit the "preview" button at any time to see what the invoice looks like before you save it or print it out
- You can also edit invoices to add a discount (for example, a 10%, or 20% discount), delete or add items. If you do this, you need to select "update" at the bottom of the left hand side of the page when you do any changes, and then select "Save and Print" on the right hand side of the page when you are done.
IMPORTANT- If you submit an order for a customer, and submit it under their name, it will automatically do an invoice for them!
Print Invoices already prepared by youravon.com:
- Just select “view saved invoices” under "customer invoicing" instead of invoicing tool.
- Select a name from the drop box and hit go and click the invoice number.
- You can also select "edit" and edit invoices to add a discount (for example a 10%, or 20% discount) , delete or add items. If you do this, you need to select "update" at the bottom of the left hand side of the page when you do any changes, and then select "Save and Print" on the right hand side of the page when you are done.
-Always double check the pricing on items for special offers because sometimes the computer makes a mistake and you don't want to overcharge or undercharge a customer!
- Click the “web office” tab
- Then put your mouse over the “customer invoicing" near the top of the page, you do not need to click it, just put your mouse on top of it and a box of options will appear
- Select “invoicing tool” option
- Then choose a customer from the drop down box at the bottom of the page and select “GO”
- Choose “Blank worksheet”
- Then enter in the boxes the campaign number and item number (no spaces, example 215647) and it will put the description of the product in automatically as long as the campaign number and item number are correct
- Then you just need to enter the quantity and price
- Select the red “update” button at the bottom left hand corner
- When you are done select “Save and Print” it will not print but save it so you can -print it out later
- It does the tax and adds the .75 cent service fee automatically, you can take the .75 cent fee off if you choose
- I recommend charging a service fee to help with shipping costs
-You can also hit the "preview" button at any time to see what the invoice looks like before you save it or print it out
- You can also edit invoices to add a discount (for example, a 10%, or 20% discount), delete or add items. If you do this, you need to select "update" at the bottom of the left hand side of the page when you do any changes, and then select "Save and Print" on the right hand side of the page when you are done.
IMPORTANT- If you submit an order for a customer, and submit it under their name, it will automatically do an invoice for them!
Print Invoices already prepared by youravon.com:
- Just select “view saved invoices” under "customer invoicing" instead of invoicing tool.
- Select a name from the drop box and hit go and click the invoice number.
- You can also select "edit" and edit invoices to add a discount (for example a 10%, or 20% discount) , delete or add items. If you do this, you need to select "update" at the bottom of the left hand side of the page when you do any changes, and then select "Save and Print" on the right hand side of the page when you are done.
-Always double check the pricing on items for special offers because sometimes the computer makes a mistake and you don't want to overcharge or undercharge a customer!