Articles in this category Income VAT/GST Tax Guide Value Added Taxes (VAT) or Goods & Services Taxes (GST) are consumption taxes collected from your customers and taxes paid to your vendors. You can define an unlimited number of VAT Tax Groups to ... Customer List The primary place to view customers is {menu:customers|hVJMEZAnH8}. You can search for customers and export a customer list by clicking the Export button. You can also export a customer list that can ... Invoice Number Override Add-On If you'd like to override the invoice number that is generated for a given invoice, you can turn on the Invoice Number Override add-on ({menu:add-ons|2XYMoRdGhS}). When saving an invoice you'll have... Email Invoices You can email invoices a few different ways. Open the invoice by clicking the Invoice # in {menu:invoices|6hCtvi8WwT}. Click the Email button at the top of the page. When you email an invoice, an Inv... Orders Received Report Vs. Customer Item Order History Report The Orders Received report shows all fulfillment and service orders that have been entered in the system. These can include orders that don't have inventory items on them, for example service orders w... Invoice & Email When Shipped You can set a customer to Invoice and Email when an order is shipped by editing the customer via {menu:customers|hVJMEZAnH8}. Click the Edit tab after selecting a customer. Under the Invoicing section... Delete an Invoice In order to delete an invoice, you must first void any payments that have been applied to the invoice:   {menu:void-payments|gLW9DYJZcg} or click the invoice number in {menu:invoices|6hCtvi8WwT}, th... Email Statements You can email statements from NolaPro by going to {menu:viewprint-statements|lJlAnp8rUe}. Check the box labeled Send Email. You can set up email templates for the statements by going to {menu:mail-t... Barcode Scanner To use a barcode scanner all you need to do is place your curser in the field where scanned info should go, and then scan the barcode to insert the barcoded information. For example, scanning a barcod... Sales Tax Report - Voids If you would like to have voided invoices factored in when running the sales tax report ({menu:sales-tax-report|1NZJAq1HDI}), check the box labeled Include Voided Invoices. Voided invoices will show... Duplicate Invoice GL Entries Why are there duplicate GL entries for some of my invoices? Whenever you edit an invoice, it makes a reversing set of entries to back out the original invoice amounts, and then it creates a new set of... Invoice Notes and Invoice End Notes There are a few different options for notes that will appear on invoices, or for notes that you want to keep internally about invoices. Default Invoice Note - You can set a standard note that will be... Process credits to a credit card You can void a credit card payment by going to {menu:invoices|6hCtvi8WwT} and clicking to edit the invoice with the payment you'd like to cancel. In the Payment Detail section, click Void Payment for ... Shipping Charges When does the Shipping Charge for shipped Fulfillment Orders ({menu:ship-order|qaleN92wLp}) eventually hit the GL Accrued Shipping Liability account ({menu:general-setup|2sExIUnWdt} -> Shipping Lia... Print Multiple Invoices at Once You can generate a PDF containing multiple invoices by going to {menu:reprint-invoices|mobyUqIDTz}. You can select a date range of invoices to include and also narrow down the invoices to a single cus... Print Invoice without Customer ID Number If you would like your invoices to print without the Customer ID number, turn on the setting {menu:company-options|7m5pjn5haP} -> Formatting -> Invoice Format -> Hide Customer Number. Missing or incorrect image error when printing invoice If you receive an error similar to: FPDF error: Missing or incorrect image file: uploads/graphic_big1.jpg, please make sure Apache has write access to the nolapro/uploads folder. Similarly, if you rec... Search Invoices by Notes To search for invoices based on notes you have entered or line item descriptions, go to {menu:summary-of-invoices|fkNWSxFkFG}. In the Filters section enter in search text for the Notes box or Line Des... Recurring Billing with Payment Plans If you'd like to set up recurring billing for your customers, then you'll want to check out our payment plan module. Go to {menu:payment-plans|ubGByuzowp} and click on New Plan to enter in the details... User Is This Salesperson When editing a user with {menu:users|ocQ4lrGhyY} you can link the user to a salesperson so that when the user creates orders and invoices, they will be the default salesperson for the orders and invoi... Create Credit Refunds/Invoices If you'd like to refund a credit balance invoice for a customer, go to {menu:refund-credit|rUtRnw8SrD}. You can search by customer, and the a list of credit balance invoices for the customer will be d... Change US States to a List of States for My Country You can modify the list of States/Provinces/Departments/Regions/Territories by going to {menu:states|zcNP7rLVrF}. Can I Apply Sales Taxes by Item? Yes. Go to {menu:sales-taxes|Anw5fEW8Xg}. Click on General Sales Tax Info. Click the option Select Which Taxes Apply To Each Item for the setting How to Apply Taxes on Invoice Order Items. This settin... Charge POS Tax According to "Ship To" Address. The POS system will use the taxes set up in the {menu:sales-taxes|Anw5fEW8Xg} -> General Sales Tax Info -> Sales Tax District For Walk-Ins section. You can set up separate tax groups per locatio... Order Shown as Open When Billed If an order is not showing as complete when shipments on the order have been billed out, the order may not have been marked complete during the last shipment. Open the order and click the Ship Now but... Invoice Layout You can customize the invoice layout by going to {menu:company-options|7m5pjn5haP} -> Formatting -> Invoice Format. There are several options available to show or hide various info and columns.Â... Sales Report by Salesperson You have a few options for viewing sales info by salesperson. 1) You can run {menu:summary-of-invoices|fkNWSxFkFG} and for Order By choose Salesperson. This will give totals by salesperson on the repo... Invoice Date and Format There are a few different layouts and date formats available for invoices and statements. To pick a format go to {menu:company-options|7m5pjn5haP} and click the Formatting tab. Select your preferred ... Cancel Credit Memo To cancel a credit memo you will first need to void the refund payment, if a refund has been issued for the credit invoice. Go to {menu:void-payments|gLW9DYJZcg}. Select a time period in order to loca... Enable/Disable Automatic Invoice Emails You can toggle on or off automatic invoice emails on a per-customer basis by using the Email When Invoiced option when editing a customer (see the Invoicing section). You can create an email template ... Salesperson vs. Service Rep The Salesperson for a customer will be assigned by default to new quotes, orders, and invoices unless a user is linked to a salesperson. In that case the quotes, orders, and invoices entered by that u... Salesperson Commissions Commissions can be calculated on invoices for salespeople using the following methods (see {menu:company-options|7m5pjn5haP} -> Defaults -> Default Commission Method): Customer ID The customer ID field is auto-assigned and cannot be changed. You can however set a custom Customer Code. You can then search by Customer Code in any customer auto-complete boxes in addition to the cu... VAT Tax Payable and Receivable Value Added Taxes (VAT) or Goods & Services Taxes (GST) are consumption taxes collected from your customers and taxes paid to your vendors. You can define an unlimited number of VAT Tax Groups to ... UPS WorldShip If you have a hosted version of NolaPro, you can turn on access for a WorldShip computer to access your NolaPro database by going to {menu:system-settings|wTYpDlJpdk} -> UPS WorldShip -> Enable ... Remove Customer ID From Invoice If you would like your invoices to print without the Customer ID number, turn on the setting {menu:company-options|7m5pjn5haP} -> Formatting -> Invoice Format -> Hide Customer Number. RMA vs. Item Returns {menu:item-returns|csaTeBBEJO} and {menu:process-rmas|4kGOf11fJN} are very similar as they both result in returning items to inventory and giving credits to customers.The RMA (return merchandise autho... Canadian Sales Taxes Example: I am in Canada and have a provincial tax (PST) and a federal tax (GST). I need the ability to set the tax level on products and customers where a product could require PST and GST, but a cust... Several Credit Card Accounts - Filter by Type If you have more than one credit card processor, and you'd like to be able to see transactions listed with the account they are from, you can go to {menu:credit-card-transactions|1X0M2yH4Ip} and check... Invoice Start Number You can set the starting invoice number by going to {menu:company-options|7m5pjn5haP} -> Defaults -> Invoicing -> Next Invoice Number. This number will only be used if it's higher than all c... Edit Invoice If payments have been applied to the invoice, you will need to void the payments first before editing. When viewing an invoice click the Void Payment link for any payments on the invoice in the Paymen... Top 10 Most Profitable Customers This report pulls the price and cost from invoices in the last 30 days and groups them by customer. The 10 customers with the highest profit are displayed. You can view this dashboard report by goin... Add a Payment Type Designation Payment types are not currently editable. The types that are available are Cash, Check, Credit Card, and Other. ACH/EFT payments will be designated as Other. If you'd like to enter payments that are n... Customer Terms and Invoice Due Dates You can have the system automatically calculate due dates for invoices by setting up due date calculations in customer terms. You can edit terms by going to {menu:invoice-terms|njUGfNY5xP}. If you'd l... Correct or Cancel Offline Credit Card Payment If you need to change the date or amount of a credit card payment, you will need to void the original payment via {menu:void-payments|gLW9DYJZcg}. If it is not feasible to void the original payment, y... Attached Files on Invoices Customers are not able to view files that you have attached to invoices via View/Upload Delete - Invoice Files. If you'd like to add PDF pages that will always print with invoices, orders, and quotes ... Barcode on Invoices The barcode on the invoice contains the invoice number. You can hide the barcode on the invoice by turning on the option {menu:company-options|7m5pjn5haP} -> Formatting -> Invoice Format -> N... Re-Post Invoice If you are editing an invoice outside the POS system, you will need to click the Post button after you have saved changes to the invoice. Clicking the Post button will also save the invoice, so you ca... Void Refund Credit Check To void a customer refund, go to {menu:void-payments|gLW9DYJZcg}. Enter the date of the check, or a date range wide enough to include the check, and the customer to whom the check was written. Press N... Stop Payment Plan / Edit Payment Plan You can edit payment plans by going to {menu:payment-plans|ubGByuzowp}. Click the Plan Number for the plan you'd like to modify. Click Save when done making changes. Any changes made will only apply t... Edit Sales / VAT Tax You can add and edit sales taxes individually by going to {menu:sales-taxes|Anw5fEW8Xg}. Be sure to enter values for Tax District Name, Tax Rate, and GL Account for Tax Collected. By default, sales ta... Add a New Sales Tax You can add and edit sales taxes individually by going to {menu:sales-taxes|Anw5fEW8Xg}. Be sure to enter values for Tax District Name, Tax Rate, and GL Account for Tax Collected. By default, sale... General Sales Tax Info To modify General Sales Tax Info go to {menu:sales-taxes|Anw5fEW8Xg} -> General Sales Tax Info. You can tweak the following settings.1. How to Apply Sales Tax to Invoice and Order Items: You have t... PayPal Payments Received There are a couple options you can use to record payments from PayPal. When entering payments ({menu:enter-payments|hhbagy15eH}), you can set the Payment Method to Other. You can create a Manual credi... Refund Shipping on RMA To refund shipping charges when generating an RMA, create the RMA as you normally would do via {menu:process-rmas|4kGOf11fJN}. Then do the following: Create an RMA Misc Credit type for refunded shipp... Apply Late Fees - Calculate Interest You can set up broadly how late fees or interest charges are added to invoices by modifying the settings Charge Interest How, Days After Invoice Date To Charge Interest, Invoice Interest Rate per Mont... Batch Process for Printing Invoices You can print or email invoices in groups or batches by going to {menu:reprint-invoices|mobyUqIDTz}. You can select certain invoices to include in the batch in the Select Specific Invoices To Print se... Signature Pad NolaPro does not currently have built-in integration with signature pad hardware to store electronic signatures, but NolaPro does integrate with DocuSign to handle electronically signing documents. Yo... Bank Deposit Slip PDF You can have the system generate a bank deposit slip PDF that can be printed on preprinted deposit forms or printed on blank stock. To activate this feature go to {menu:add-ons|2XYMoRdGhS}. In the Inc... Credit Invoice Credit invoices can be: Used as payment against other invoices for a customer through {menu:enter-payments|hhbagy15eH}. The Amount box can be set to 0 on the initial page. Enter a negative payment aga... Override Price When you see (Override Price) on an invoice line item, this is because the price for a line was set specifically as a total and not as a per unit price. For these cases the unit price is calculated fr... Add Letter to Invoice Numbers You can set the starting invoice number by going to {menu:company-options|7m5pjn5haP} -> Defaults -> Invoicing -> Next Invoice Number. This number will only be used if it's higher than all ...