Hello, how are you?
My name is Miller, I will help you make a sale by boleto bancário.
• In the Menu, click on Sales, click on Sales again and on the right side of the screen click on the green Create Sales Order button.
• In the Identification Tab, enter the customer’s first or last name and click Search.
• After viewing the list of customers, click on the customer you want to place the order.
• In the second tab Customer address, confirm the address and click on the blue button Next to the right side.
• If the customer has been registered without the address, the address fields to register will appear. Perform the registration and click on the blue Next button.
• In the third Products tab, Click the blue Add Product button, enter the Product Name or Serial Number.
• After displaying the Product list, click on the product to be issued the Sales Order and then click on the blue Next button.
• Fourth On the Total tab, fill in the payment terms, under Payment Methods select Boletos and click Save.
• After the invoice is issued on the Home screen after the invoiced order, you will have a Blue + button on the right side. Clicking on it will open some options, click on Issue / Vis Boletos.
