Can we modify our own document templates?

No, unfortunately, all document templates are managed by the VISCO technical team.  Please email document template change requests to support@viscosoftware.wpengine.com

How can I add/change the Unit Price on an issued SO?

Provided the SO Delivery has not been shipped, it is possible to add a Unit Price. SO Menu, (type in or select the SO # from the scan) SO Change Select the Line Number you need to change Select the ‘Price & Payment Terms’ Tab The 5th field is called ‘Price’. Type the price in here. […]

How do I setup Customer Payment Terms?

Take a look at your payment terms in VISCO and add/remove any as needed. Go to Tools Master Tables Maintenance System Tables Payment Terms Add/remove payment terms as needed Next, you need to add a default payment term to each customer. This will make your accounting system have the correct ‘due date’ on the sales […]