Sales Invoices in CO3 Nucleus

This training overview walks you through the complete sales invoicing process in CO3 Nucleus. Step-by-step, you will see how to add a new customer invoice, link related references such as Serial Numbers, Calls, Contracts, Projects, Quotes and Order Numbers, and complete customer, contact, billing and shipping details. The overview continues with adding line items for Labour, Sub-Contracts, Expenses, Parts, Internal Services, Travel and Warranties, adjusting quantities, discounts and unit prices, checking stock availability, and printing or emailing the finished invoice, including how the first print is labelled Tax Invoice and subsequent prints as Copy-Tax Invoice. Designed for CO3 Nucleus users who manage Calls and Work Orders, as well as service coordinators, system administrators and finance teams responsible for the invoicing process and customer billing. Thanks for watching! If you have any questions about Sales Invoices in CO3 Nucleus, drop them in the comments below. Keep watching for more CO3 Nucleus training videos covering Calls, Work Orders, Projects, Sales Quotes and Orders. Businesses make better decisions with CO3 Nucleus. 00:00 Introduction 00:24 Navigating to Sales Invoices 00:33 Site Selection and the Invoice Listing 00:48 User Permissions and Invoice Creation Options 01:08 Over the Counter (OTC) Invoices 01:27 When to Use the New Deal Sale Process 01:38 Invoices from Linked Calls and Work Orders 01:46 Screen Options: Add, Edit, View, Print and Export 01:59 The Issues Tile 02:07 Creating a New Invoice 02:18 Two Ways to Add Invoice Details 02:33 Linking Related References 03:05 Adding Items with a Linked Call Reference 03:45 Adding Customer Details 04:04 Main Customer and Billing Customer 04:38 Selecting the Contact and Billing Contact 05:18 Addresses, Commercial and Salesperson Details 05:45 Reference, Status, Currency, Tax and Exchange Rates 06:20 Linking a Call Reference 06:54 Adding Invoice Items 07:24 Line Item Options: Suppress Print, Quantity and Department 07:41 Checking Stock Availability 08:25 Deleting Line Items 08:47 Line Item Quantities and Reordering 09:03 Comments and Saving the Invoice 09:20 Editing a Sales Invoice 09:57 Updating Comments and References 10:46 Viewing a Sales Invoice 11:03 Printing and Emailing the Invoice 11:20 Tax Invoice Prints and Preview Options 11:46 Accessing Invoices Across CO3 Nucleus 11:53 Businesses make better decisions with CO3 Nucleus.