These short videos of 3 to 5 minutes will show you a brief overview of various processes or features particular to a specific Adagio module. They provide a quick way to investigate how a specific function works and useful tips on how best to use it.
This upgrade to Adagio Invoices 9.3B has many new features related to Batch Entry and Status.
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After invoices and credit notes have been posted to customers, they can still be viewed, re-printed and used to create new transactions.
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Throughout the year, many transaction batches are created and posted. Monitoring this activity can be beneficial for a single batch or for the entire year.
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To verify that transaction information is correct before updating customer balances, the batch listing report is a valuable auditing tool.
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Locating specific invoices can be challenging when the document number is not known. The Search Invoices function allows finding invoices in batches or history based on customer or item information.
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If you have deleted a batch by mistake, or want to create a new batch based on one already posted, this can be recovered in short order.
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Posting is the process when transactions and amounts are saved to customer balances.
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When one or more invoices or credit notes have been entered in a batch, you may choose to Print, Email or Fax custom designed specification forms, prior to posting.
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Invoice and credit note transactions are entered in a batch, prior to updating customer balances.
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Batch entry is most efficient when you can use the keyboard rather than the mouse. Entry templates allow determining only important fields when tabbing through the fields on screen.
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Adagio Invoices maintains a separate item list from Inventory, that can be used for service or labor billing or even informational lines for text or section subtotals.
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Easily recreate periodic recurring invoices, templates, quotes or pro-forma invoices with archived batches in Adagio Invoices.
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This upgrade to Adagio Invoices 9.3A has many new improvements, including sending customer invoices and processing credit card payments more easily.
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Latest Release: Adagio Invoices 9.3B (2021.09.30) 
