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Video Information

Reference #: SPTV 3-101
Created: 00.00.00
Last Revised: 00.00.00

Financial Tracking: Price List and Invoicing Setup


Set up your price list and sales tax to begin invoicing in Spectra Express.

 

Outline: Price List and Invoicing Setup

  1. Financial setup
    1. Enter products and services into pricelist
  2. Price list
    1. Create item groups
    2. Add new items
      1. Price
      2. Description
      3. Item number
      4. Cost
      5. Taxable
    3. Create packages
      1. Al-la-carte
  3. Help
  4. Invoice terms
    1. Client based invoices
    2. Estimates
    3. Each session type
      1. Session confirmation terms
      2. Print order invoice terms
  5. Payment methods
    1. types of payments you accept
  6. Invoice preferences
    1. Sales tax method: how you calculate sales tax
      1. American sales tax
      2. European sales tax
      3. Canadian sales tax
      4. Invoice level: sets sales tax for the entire invoice
      5. Line item level: allows you to set a sales tax rate for each item
    2. Sales tax maintenance
      1. Sales tax levels
      2. Taxable shipping fees

Additional Information

» Next video - "Financial Tracking: Price List Setup for Standard and Pro"
» Spectra Training Checklist
» Spectra User Guide chapters -

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