Astra Schedule provides basic estimate and invoicing functionality.
Supported basic features include:
•Define price levels, with % discount
•Associate price levels to customers
•Configure inventory pricing
oDefine base price (default) for rooms, equipment, and services
oDefine the discount method type (by price or percent) for rooms, equipment, and services
oDefine chargeable unit (each, or hourly) for rooms, equipment, and services
oDefine sales price per price level for rooms, equipment, and services, including quantity break
•Globally configure hourly charge rounding
•Configure customer account number and billing address
•Associate charges with an event
oBook an event with chargeable rooms, equipment, and/or services
oGenerate an estimate for the event
oGenerate an invoice for the event
oKeep invoice current by automatically generating credit memos when an event is edited in a way that impacts the invoice.
oView credit memos
oTransactions by Job (from event)
oItem Price List
oInvoice (from event)
oEstimate (from event)
oCredit Memo (from event)
•Customize reports using Crystal Reports
This section provides an overview of setup and usage of estimates and invoices.