Matthew Hilton
- Total activity 126
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 75
Activity overview
Latest activity by Matthew Hilton-
Matthew Hilton created an article,
2020 Fusion CAD Import into a quote
It is possible to create a plan in 2020 Fusion and import the product list into an EQ quote to save the need to manually re-enter products. Export in Fusion1. Have your completed plan saved and ope...
-
Matthew Hilton created an article,
Schedule Customise
Click Customise from the Schedule screen to change the view options. These can be set individually for each EQ user. See Also: Schedule Configuration for global schedule settings.This screen opens:...
-
Matthew Hilton created an article,
Schedule: Managing appointments
Click Appointments Diary > Schedule from the top toolbar. You can manage all types of appointment whether they were created manually or automatically. Move Time - Click and Drag Click on an even...
-
Matthew Hilton created an article,
Schedule: Creating New Appointments
The Schedule view is designed to give you an easy overview of scheduled deliveries (inbound from a supplier and outbound deliveries to a customer). New creates a new appointment manually. Other a...
-
Matthew Hilton created an article,
Schedule: overview and customise
The Schedule view is designed to give you an easy overview of scheduled deliveries (inbound from a supplier and outbound deliveries to a customer). From the main schedule you can customise the view...
-
Matthew Hilton created an article,
Appointments Diary
The Appointments Diary displays the same information that is entered into the customers screen via Communication. The 2 displays are interlinked so that changes in the customer screen flow through ...
-
Matthew Hilton created an article,
Receipt
Before printing a receipt you will need to record a new payment. The receipt is a simple document you can print or save as PDF to show a record of your customer's payment. It is an optional step. ...
-
Matthew Hilton created an article,
Export payments to accounts
EQ can export payments to CSV files for importing into other software such as accounts packages. These instructions relate to fixed CSV formats that are suitable for exporting to Sage Accounts 50 v...
-
Matthew Hilton created an article,
Receiving a New Payment
You can record a new payment against a sales order when your customer makes a payment. This is useful for record keeping, monitoring the payments against the already agreed payment stages and can g...
-
Matthew Hilton created an article,
Customer payments
Payments is used to record customer payments. They are stored independently from invoices and credit notes. By recording payments you could report on them or export a list of them for accountabili...