Has your customer made a deposit, or a partial payment on a bill?
Wondering how to record the credit on an Invoice?
Open an existing Invoice, then click Invoice Payments button:
Click +Add Payment:
Add Date of payment, Amount, and a Note.
News & Tips from Zook Aviation
Wondering how to record the credit on an Invoice?
Open an existing Invoice, then click Invoice Payments button:
Click +Add Payment:
Add Date of payment, Amount, and a Note.
If so, we’ve got you covered.
You can create an AD Report that is Serial Number specific.
Page 11 of the Aircraft Profiles guidebook shows that from within your aircraft profile, in My Aircraft, just click on the blue button, towards the center top of the page, that says “Create Report“.
*Before we get started, let us just say that we try to never miss an AD.
Filling out and Invoice and need to change the Shipping Rate?
Do you need to search for a single AD?
As you get to know the different tools within the program, you will notice there are also a number of ways to print.
Our W&B forms do the calculations for you, saving you time and potential mistakes. Need to make a Revision? No problem!
You can make a new form, view, edit, duplicate, convert, print, or download/save it.
There are several different ways to access the Weight & Balance Forms:
BY DASHBOARD:
In the middle area of your screen, there will be a section called My Forms. You can click on:
BY LEFT PANEL:
From within an AIRCRAFT PROFILE:
Create new or Open an Aircraft Profile.
Once in the Profile, look to the middle section of the Screen for Weight & Balance section.
Take a closer look. Here you can:
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FIND an Existing W&B Form from within MY CUSTOMER :
Open an existing CUSTOMER.
Look to the middle section of the screen for the FORMS section.
In the FILTER SEARCH box, of the FORMS section, type either:
This will locate those forms directly assigned to that specific Customer.
Click the VIEW button to open and edit the Form.
Once your W&B Rev for is on screen, make all your additions and edits:
Next, click PRINT, it will look similar to this:
If your page has more than 16 lines, it will print a second page to accommodate the overflow. This is called “Dynamic” printing.
Let us know what you think of multiple page printing.
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More questions? Need help? Contact us at (540) 217-4471 9-5 M-F Eastern Time