Premier Optical Lab, LLC
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Help
00. Video Help
01. Getting Started
02. Invoices
06. Admin
01. Getting Started
A. Login Information
B. Setting Up the Company Address
C. Setting Up Items
D.01. Price Lists (Side Menu)
D.02. Price Lists (Menu)
D.03. Price Lists (Edit)
D.04. Price List (Set Prices)
E.01. Customers (Menu)
E.02. Customers (Edit)
F. Shades
G. Users
H. Custom Paper
02. Invoices
A.01. Creating Invoices
A.02. Editing Invoices
A.03. Viewing Invoices
A.03.A. Un-Shipping an Invoice
A.04 Deleting Invoices
B.01. View Invoice Page
B.02. View Invoice Page (Advanced Button)
B.03. View Invoice Page (Search Button)
C. Quick Invoice Page
D. Pending Invoices
E. Templates
F. Record Station
G. Upload Links
03. Payments
A. Create Payment Page
B.01. View Payment Page
B.02. View Payment Page (Search Button)
C. Marathon Credit Card Processing
04. Adjustments
A. Create Adjustment Page
B. View Adjustment Page
05. Reports
A. Types of Reports
B. Customized Reports
05.A. Activity Reports
00. Types of Reports
01. Lab Status
02. Unshipped
03. Day
04. Scheduled Name Calendar
05. Daily
06. Cycle
07. Due
08. Payments
09. Adjustments
10. Credit Cards
11. Customer Productivity
12. Memos
13. Breakdown
14. Station Breakdown
15. Went to Station
16. Logging
05.B. Billing Reports
00. Types of Reports
01. Statements
02. Aging
03. Due
04. Tax
05. Excise Tax
06. Billing Summary
07. Billing Charts
08. Profit
09. Profit by Groups
10. Register
11. Balance
12. Early Pay Discount
13. Statement Discount
14. Winvoice Online Statement
05.C. Statistics Reports
00. Types of Reports
01. Production
02. Items
03. Groups
04. Item Received
05. Customer Groups
06. Shades
07. Invoice Types
08. Payment Types
09. Work
10. Lab Log
11. Station Count
12. Station Times
13. Purchase Order Items
14. Purchase Order Vendors
05.D. Lists Reports
00. Types of Reports
01. Customer List
02. Price List
03. Item List
04. Item Images
05. Mailing Labels
05.E. Time Clock Reports
00. Types of Reports
01. In/Out Details
02. In/Out Summary
03. Time Clock Summary
04. Time Clock Barcodes
05. Break Details
06. Break Summary
07. Break Barcodes
06. Admin
A. Billing Cycles
B. Settings
C. Basic Config
D. Advanced Config
E. Downloads
F. Time Clock Editor
G. Break Clock Editor
H. QB Export
I. Support/Sales
06.B. Admin > Settings
01. Users
02. Company Address
03. Company
04. Printing
05. Select Theme
06. Logo
07. Edit Pages
07.A Edit Pages > News
07.B Edit Pages > Home
07.C Edit Pages > About
07.D Edit Pages > Contact Us
07.E Edit Pages > Header/Footer
08. Backup
09. Suggestions/History
06.C. Admin > Basic Config
01.A. Customers (Menu)
01.B. Customers (Edit)
02. Items
03.A. Price List (Menu)
03.B. Price List (Edit)
03.C. Price List (Set Prices)
04. Shades
05. Employees
06.D. Admin > Advanced Config
01. Invoice Types
02. Payment Types
03. Territories
04. Stations
05. Memo Types
06. Credit Cards
07. Items Received
08. Reference Numbers
09. Contacts
10. Days Off
11. Lab Log Categories
12. Critique
13. Tax Zones
14. Auto Emails
15. Tools
07. Utilities
A. Dashboard
B. Lab Log
C. Time Clock
D. Purchase Orders
08. Login
A. Overview
09. Home
A. Overview
10. About
A. Overview
11. Contact Us
A. Overview
12. Help
A. Overview
13. Quick Schedule Lookup
A. Overview
B. Open Scheduling Calendar
14. Pending
A. Overview
15. Lab Status
A. Overview
16. Messages
A. Overview
17. Shortcuts
A. Overview
18. Advanced Topics
A. Manually Setting Server to Use
B. Chrome PDF Fix
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