Page 12 - Administration Training Manual - 181019

Ulpan-Or:
Administration Training Guide

iii. In ‫ כמות‬put quantity
iv. In ‫ ליחידה מחיר‬put price per unit (the
price).
v. Make sure ‫ מעיי‬is always checked (for
VAT).
vi. Under ‫ מרכז רווה‬put where charge is
taking place: i.e. 100= JLM / 200=TLV /
300=‫ חול‬/ 400=GDL / 500=Online store

· Installments:
o The fourth tab from default tab is called ‫תנאי תשלם לחשבונית‬click this
to put payment plan in place
o Input date(s) of payment under ‫ת תשלום‬
§ ‫ סכום לתשלום‬is for putting amounts in only (this is rarely used)
o To put percentage (which will automatically input VAT), use ‫מהסכום‬
‫הכולל‬
o Now double check everything is correct.

· To finalize:
o Click anywhere at the top of the screen (‫ )לקוחי‬and then ‫סגירת‬
‫ החשבונית‬to finalize.
o To print, choose ‫הדפסת חשבונית עסקה‬
o After printing, scan and email it to yourself. Then email to client

· In CRM:
o Put order in as Group Program JER
o Change item name like in Priority
o In the notes (both under payment and in general order) put a lot of
details about exchange rate from BOI and the order)
o Put in order price according to exchange rate (remember to double
check)
o Calculate VAT
o Untick the email invoice

12