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TPS Cloud Axis provides instructional videos that you can access throughout the program and will guide you through its usage.
Discover the power of Quick Bill, Detail Bill, Progress Bill, and Automatic Bill options, empowering you to manage your invoicing process effortlessly. Then, download or send invoices via email or through our secure client portal with unmatched ease with the Print/Send Batch.
The Billing screen provides three options to bill your clients: Quick Bill, Detail bill, and Progress bill. The Quick bill and Detail bill options require WIP transactions to be able to create the invoice. But if you prefer to bill your clients upfront, you could use the Progress Bill option.
The Edit Paragraph screen will allow you to add descriptions, change the invoice template, and view your invoice as a PDF or as an MS Word Document, which allows you to Print.
However, if you prefer to print or send your invoices as a batch, in the menu options you will find the Print/Send Batch utility that offers the option to print or send all required invoices at once.
axis_support@tpssoftware.com
Toll-free: 1- 888-877-2231
1 Votes
2 Comments
Giovanna Zisopulos posted over 4 years ago Admin
The Client Inquiry feature allows you to easily view all transactions associated with a client’s account. If you need to correct, modify, or remove a transaction, you can do so from the Inquiry screen under the A/R tab, which displays transactions that are not fully paid.
To modify a transaction, select it and navigate to the Actions menu, where you will find the following options:
Unbill – Voids the invoice.
Rebill – Allows you to modify the existing invoice (date, amount, transactions billed) while retaining the same invoice number.
Edit Paragraph – Enables you to modify the text within the invoice, choose a different invoice template, preview, or print the updated version.
However, TPS Cloud Axis does not allow you to unbill or rebill an invoice if:
You are not in the same period in which the invoice was created.
Payments or adjustments have already been applied to the invoice.
0 Votes
David Jones posted over 4 years ago
how do you edit (undo) a bill that has been printed?
0 Votes