BizApp8c: Update
The Update button (+) gets any new Invoices sent from Big Business to your iPhone. It also updates Products you can put on Invoices and Customers you might need to call or Map for delivery. (6322)
On the Invoice List, tap the Update button (+) to get any new Invoices sent from Big Business to your iPhone.
To get a few Invoices, Update will only take a few seconds, even when connecting to Big Busines Server on a mobile (cellular data) connection. To get 100's or 1000's of Invoices or Items, Wi-Fi may be preferable.
To go to Invoice List click the navigation button or drop-down menu in the upper left.
BizApp8c: Filter and Sort
The Filter button lets you show only the Invoices with the Status you select, such as Paid or Unpaid, Delivered or Undelivered, or a customized entry. The Sort button lets you sort by options such as Company, Invoice #, or Date. (6323)
On the Invoice List, tap the Filter button to select the Status of Invoices you want displayed. Depending on Setup this might be Paid/Unpaid, Delivered/Undelivered, or a customized entry.
On the Invoice List, tap the Sort button to select an option for sorting Invoices, such as by Company, Invoice #, or Date.
To go to Invoice List click the navigation button or drop-down menu in the upper left.
BizApp8c: Invoice
The Invoice lets you tap to go to Customer details, Invoice details, and Status. (6324)
On the Invoice, tap the Customer entry at the top to go to Customer Details.
On the Invoice, tap the Invoice entry in the middle to go to Invoice Details.
On the Invoice, tap the Status entry at the bottom to go to Status.
To go to Invoice click the navigation button in the upper left or select an entry on the Invoice List.
BizApp8c: Map
On the Customer details, tap the Map button to get a map. (6325)
On the Customer Details, tap the Map button to get a map.
To go to Customer Details tap the Customer entry on the Invoice Overview.
BizApp8c: Invoice Details
On the Invoice Details, you can Add or Delete line items, edit Quantities, and tap Received By to get a Signature. (6326)
On the Invoice Details, you can Add or Delete line items, edit Quantities, and tap Received By to get a Signature.
To go to Invoice Details tap the Invoice entry in the middle of the Invoice Overview.
BizApp8c: Signature
On the Invoice Details, you can tap Received By to get a signature. (6327)
On the Invoice Details, tap Received By and choose Signature.
On the Signature windows tap Accept after signing is complete.
To go to Invoice Details tap the Invoice entry in the middle of the Invoice Overview.
BizApp8c: Status
On the Invoice Overview, you can tap Status to change the entry and edit Comments. (6328)
On the Invoice Overview, tap Status to change the entry and edit Comments.
To go to Invoice Overview click the navigation button in the upper left or select an entry on the Invoice List.
BizApp8c: Email
On the Invoice Overview, you can tap the Email button to send a PDF of the Packing Slip to the Customer and/or your Company email address. (6328)
On the Invoice Overview, tap the Email button to send a PDF of the Packing Slip to the Customer and/or your Company email address.
To go to Invoice Overview click the navigation button in the upper left or select an entry on the Invoice List.
BizApp8c: Overview
BizApp8c is for iPhone for making deliveries, getting a signature, and emailing a PDF to the customer and for your accounting. (6332)
BizApp8c is for iPhone for making deliveries, getting a signature, and emailing a PDF to the customer and for your accounting.
To Use BizApp8c:
• Your Big Business Server needs Secure Web Server running and accessible.
• Your Employee Card needs a security Token assigned on the Mobile App tab.
• You need to install BizApp8c on your iPhone.