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‫חשבוניות עסקה‬

● Copy and paste the customer number into “‫ ”לקוח‬box at the top.
● Go to the “‫ ”מחירים‬tab and check the correct currency is selected. Make sure it is

set to $ (USD) unless Shekel is specifically requested.
● Click on the “‫ ”אסמכתאות‬tab and select the correct “‫ ”סניף‬and “‫ ”סוכן‬from the

dropdown menu next to the yellow arrows. Click back onto the “‫ ”מחירים‬tab so
you can see the correct pricing as it appears.
● Then click on “‫ ”פירוט חשבונית‬and click under the “‫ ”מק”ט‬column. Search the
dropdown menu for the correct product using the same method used to search
for a customer. Type in the quantity of the product in the “‫ ”כמות‬column. Make
sure to check if the product requires tax. If tax is required then make sure the
box under “‫ ”מע”מ‬column is checked off. If it doesn’t require tax then make sure
it is left unchecked. If there is a discount then insert the percentage of the
discount in the “‫ ”הנחה לשורה‬column. Select the correct “‫ ”מרכז רווח‬in the drop
down menu. Check the final price above is correct.
● Then click on the “‫ ”תנאי תשלום לחשבונית‬tab. Here we will type each payments
date and how much is in each payment. Can put in amount of payment exactly
or in % and it will make the calculation for you. Make sure the final amount
matches the amount showing in the “‫ ”מחירים‬tab.
● Click back into the “‫ ”לקוח‬box and press “‫”חשבונית סגירת‬. You will notice the
“‫ ”חשבונית‬number change from starting with a “T” to starting with a “PI”.

‫קבלות‬

● Copy and paste the customer number into “‫ ”לקוח‬box at the top.
● Click on the “‫ ”אסמכתאות‬tab and select the correct “‫ ”סניף‬and “‫ ”סוכן‬from the

dropdown menu next to the yellow arrows. Click back onto the “‫ ”מחירים‬tab so

you can see the correct pricing as it appears.
● Then click on the “‫ ”סימון חשבוניות עסקה‬tab. This will pull up all the available

“‫”חשבוניות עסקה‬.
● Tick off the correct “‫ ”חשבוניות עסקה‬that you are about to charge. Then click the

“‫ ”חשבוניות לתשלום‬tab. Make sure to notice which “‫ ”מטבע‬is selected in relation

to what payment is being made.

● At this point, assuming the correct charge went through on CRM, select the
“‫ תשלומים אחרים‬- ‫ ”פירוט‬tab and select the correct credit card from the