When you create a new memo for a wholesale account in FlawlessPOS, you can enter the estimated shipping and insurance amounts alongside the other information in the memo. This allows you to keep track of the total amount due at one time. When it's time to invoice the amounts, the information you entered in the memo will be populated in the invoice. You can always go back to the memo and make adjustments or add additional items to the invoice before it goes out.
The video will provide a step-by-step guide, from creating the memo, to entering the estimated shipping and insurance amounts, to invoicing and sending. It will take you through all the menus, fields and functions you need to use to set up the memo and create the invoice. It will also explain how to add additional items or make adjustments to the invoice before sending it out.
Wholesale - Create wholesale shipping and insurance invoices for memos
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