Has your customer made a deposit, or a partial payment on a bill?
Wondering how to record the credit on an Invoice?
There’s an alternate method that will display your Customer’s payment, whether it’s a Deposit, Partial Payment, or is Paid In Full.
Open the Invoice, scroll down to the Misc section, and click the blue +Add button:
Type in a Description for the Payment. You can type anything, such as Deposit, Partial Payment, or Paid In Full. Use your own words. Be sure to use a NEGATIVE dollar amount in the Cost field, typed like this: -375.00 Click Save:
You will see on the Printed Invoice that the credit appears in the Totals section at the bottom:
You can always edit the Invoice later to make changes or additional payment lines. When the Customer makes their final payment, you can reflect the payment by either changing the existing Misc line, or adding a new Misc line. Remember to type in a NEGATIVE amount, which will appear as a credit.
There is a button at the top of the Invoice that allows you to watermark the page with “Paid in Full”:
Mechanic and IA Initials for each line item, and IA Sign-off when complete.
Has a Pass/Fail Column.
Room for Notes at the end of each section.
Twin-Engine Checklist has Columns for Left and Right.
Miscellaneous Section at the bottom of the form
*UPDATE*: The heading area at the top, and release area at the bottom are now fill-in. Download and Save the Checklists to your computer first, then start typing! (Eventually, we will make the entire form fill-in, and possibly linked in with the My Aircraft profile.)
Simply Login to your account and go to the Forms / Checklists section. There you will find printable versions for Single and Twin Engines. Keep checking back as we gradually add more lists, including Helicopters and Gliders.
If you’re unable to login, you can download the Checklists here:
You can create an AD Report that is Serial Number specific.
Page 11 of the My Aircraftguidebook 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“. This will initiate a new Report.
Once your new Report opens, you will see a column on the left side of the AD list, called S/N Guide. Under this column, you may see: All, Yes, No or even a blank space. Below explains each one:
All – means that the specific AD applies to ALL serial numbers for that specific Model or Series, as specified or generalized within the AD unless N/A by year built. You have the option to delete this AD from your report.
Yes – means the AD applies to your specific serial number.
No – the AD does not apply to your serial number, as stated in the AD. You have the option to delete this AD from your report.
Blank – usually appears beside an AD that is superseded. You have the option to delete this AD from your report as well.
From this point, you can deleteany AD you wish, including any that are marked with a NO, that are blank, or if you feel that an AD in the ALL category does not apply to your specific model, as written in the AD, then you can delete those as well. We leave that up to you.
If you have deleted an AD in error, you can always add it back to your report by following this method:
Filling out and Invoice and need to change the Shipping Rate? It’s easy! Here’s how:
1. Open the Invoice and towards the top left side of the screen, click on the Edit Invoice button:
2. Change the Shipping Rate, then click Save:
You will see that the Shipping rate is now updated on the Invoice. You can now Print and Download to your computer. Once it’s Saved to your computer, you can attach it to an email and send it to your Customer.
As you get to know the different tools within the program, you will notice there are also a number of ways to print. We recommend always using the Print buttons within the program, and NOT using your browser’s built-in print function.
Whenever you click a “Print” button, from anywhere in the program, you will notice that the first thing that appears is a PDF view of your document. From here, you will notice that each browser offers different print tools. We’ll discuss each one at the end of this article.
Here are the print buttons you will use while navigating the different screens:
AD Compliance Reports – There are several print option to choose from:
Forms (like Weight & Balance, 337, etc): Wherever you see the print button, this is the best option to choose. From here you can directly print the PDF, or even download and save it to your computer.
Differences in Browsers:
Safari: Print options are at the bottom-center of the page. Move your mouse for the Print options to appear.
Firefox: Depending on your version and computer set-up, Firefox may automatically download the PDF and display it on your screen. There are also Add-ons for Firefox that will allow you to Preview your page before printing.
Internet Explorer: this browser is out-of-date, so we recommend upgrading to Microsoft Edge.