Pro Forma Invoice: This is a quote for a customer who has an address located outside the United States.
Sales Order: This is when you print out a sales order before payment has been received.
Sales Receipt: This is when you print out a sales order that has received payment from any payment method except "Account".
Invoice: This is when you print out a sales order that was charged to the customer's account.
Customer Draft: This is a draft sales order that has been submitted from the customer portal.
Quote: This is a sales order that has been converted into a quote.
Draft: This is a sales order that is open to be modified. You can do things like add parts, add machines, adjust tax rules, set shipping.
Pending: This is a sales order that has been moved past draft by clicking the 'Order' button, but there are pending transactions related to this sales order. Things like parts waiting to be ordered, or waiting for arrival.
Collect: This is a sales order that has been moved past draft by clicking the 'Order' button but is out of balance. Most often, the customer still owes you money for this transaction. You should collect your money from your customer.
Pickup: This is a sales order in which all the items on the sales order are ready to be fulfilled and the customer can come and pick them up.
ShipTo: This is a sales order in which all the items on the sales order are ready to be fulfilled and the customer has requested outbound shipping to them from you.
Delivered: This is a sales order in which all associated transactions are complete. Sales Orders in delivered status will be queued up to be sent into QuickBooks Online.
Reversing: This is a sales order that has been sent to QuickBooks Online, but a user has requested for it to be deleted from QuickBooks and moved back into draft status in order to make adjustments.
There are two ways to save a customer's card information:
Point of Sale
Open the Payment tab on the sales order.
Click Keyed-in Credit.
Enter the customer's credit card info and check the Store Card box.
Click Initiate Payment.
The customer's credit card information can now be seen on their customer dashboard.
Note: To use a saved card, click the Credit payment method and select the credit card from the Select Customer Card dropdown menu! Also, credit card information cannot be saved on returns.
When on a customer's dashboard, underneath the customer information sections, you will see the saved cards section.
In the upper right corner of that section will be a blue add button.
Once add is clicked, input the customer's card and it will be saved for use later!
If you need to delete a card, there will be a black X on each row that will remove the card from the customer's account.
From anywhere in Flyntlok, click the Signature Hub icon.
Next, search for the invoice using either the customer's name or the invoice number.
Click the customer's name to open the signature box. Here the customer can use the mouse to sign their name or their finger if they're using a touch screen tablet. Click Submit.
A sales order is eligible to be split if the sales order contains at least one fulfilled item and one that is not fulfilled. The sales order must also have a payment line and in be "pending" status.
1. First, open the Payment window and click Split.
2. This will take you to the "Delivered" split SO, which contains the fulfilled items from the master so. Click the "?" at the bottom of the page to see the master SO.
4. The "Master SO" link will take you to the "Pending" master SO, which contains the un-fulfilled part(s).
Note: Reversing a split sales order will put the fulfilled quantities back on the master sales order
If the sales order is not in Draft status, open the Payment tab on the sales order.
If the sales order goes back to Draft status, you have successfully reversed this sales order.
Note: If the Sales Order goes into reversing status, this means that the transaction has already been sent through QuickBooks by the accountant. In order to completely reverse, you must contact your accountant to process and approve the reversal!
Go to the sales order that you wish to make the return from.
Note: The sales order must be in delivered status!
Open the Payment tab on the sales order.
Click Return. This will generate a new return sales order with all the items in negative quantities that they were purchased in.
You can hit the black 'X' on the item's line if it is not being returned, and set the parts that the customer is returning to a negative amount.
Click the Payment tab and chose how to return the customer's money.
After adding the payment, click the order button to finish this return.
Once the order button is clicked, the parts will be added back into your inventory!
There are two ways to sell a machine through Flyntlok!
From the Point of Sale
From the sales order, click the rocket ship icon in the upper right.
In this pop-up, you can add the machine you wish to sell and who the salespersons are.
When finished, click the Sell button to add the machine to the invoice!
From the Machine Dashboard
Click the Complex Actions dropdown and click Sell.
A pop-up will appear that allows you to put this sale on an existing invoice, determine the price sold, and set the salespersons!
If you do not sell the machine on an existing sales order, after clicking sell, a sales order will be created with the machine already on it.
From the sales order page click the customer's name at the top of the screen.
This will open up a location dropdown where you can select the location for the sales order.