Subject line on invoices
I create multiple invoices for the same customer, but there does not seem to be a subject line that gets transferred across to the sales list. He only info hat I can see on the invoices generated list is the customer. Do you have the facility to add this to an invoice so I can locate issued invoices quicker instead of having to open every invoice until I find the correct one.
Regards Ian
Discussions are closed to public comments.
If you need help with Easy Books please
start a new discussion.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
Support Staff 1 Posted by Mark on 11 Apr, 2013 04:02 PM
Have you been using invoice numbers? If you use the sales screen to create invoices, the app will try to generate the next numerical invoice for you.
Hope that helps,
Karen
2 Posted by ian on 11 Apr, 2013 11:31 PM
Not helped in any way. I create invoices from the sales page and yes the app does create the next numerical invoice number. The situation is that the only info on the sales invoices page details, Date, Invoice Number, Price. When I produce multiple invoices for the same client I need the ability to add a subject or contract detail so I do not have to open every invoice till I find the one with a query in it..
Sage has this facility and it is really useful as it save considerable time.
Support Staff 3 Posted by Mark on 12 Apr, 2013 08:39 AM
Yes, I'm sorry, it didn't help you!
Well, I've spoken to the team and it has been asked for before, so it is being decided if we could add it without affecting the apps performance, we may add it in a future update.
Currently we are doing Stock and updating the entire user help and manual, which is an enormous job.
How about running a transaction report for the customer, the details come up in the report and you can export to .CSV file for manipulation in spreadsheets?
I really appreciate your suggestion, thank you for emailing back
Karen
Mark closed this discussion on 26 May, 2013 08:23 AM.