52 lines
1.6 KiB
JSON
52 lines
1.6 KiB
JSON
{
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"name": "Create New Invoice",
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"description": "How to create a new invoice",
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"steps": [
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{
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"title": "Step 1",
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"intro": "Navigate to the Finance section by clicking 'Finance' in the main menu",
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"position": "bottom",
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"element": "#finance-menu, .finance-nav, nav .finance"
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},
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{
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"title": "Step 2",
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"intro": "Click the 'Invoices' tab",
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"position": "bottom",
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"element": "#invoice-section, .invoice-tab, #create-invoice"
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},
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{
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"title": "Step 3",
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"intro": "Click the 'Create New Invoice' button",
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"position": "bottom",
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"element": "#invoice-section, .invoice-tab, #create-invoice"
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},
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{
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"title": "Step 4",
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"intro": "Select a customer from the dropdown or click 'Add New Customer'",
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"position": "bottom",
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"element": "#customer-select, select[name='customer'], .customer-field"
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},
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{
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"title": "Step 5",
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"intro": "Select the car(s) to include in the invoice",
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"position": "bottom",
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"element": "#invoice-section, .invoice-tab, #create-invoice"
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},
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{
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"title": "Step 6",
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"intro": "Add any additional services or parts by clicking 'Add Item'",
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"position": "bottom"
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},
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{
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"title": "Step 7",
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"intro": "Set the payment terms and due date",
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"position": "bottom"
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},
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{
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"title": "Step 8",
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"intro": "Click 'Save Draft' to save without finalizing, or 'Finalize Invoice' to complete",
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"position": "bottom",
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"element": "button[type='submit'], .btn-save, #save-button"
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}
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]
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} |