Forum Discussion

MND's avatar
MND
Member
11 months ago

Template issues

Can you please tell me how, on the new online version we can customise the templates to show job numbers - this is an integral part of our business and the new format will not let us add a "job no" column as the desktop version does.

Also on occasion we need to alter an invoice at point of sale - how do we do that once it has been recorded - the invoices are locked nad connot be altered as in the desktop version

 

PLease help this is urgent for us

1 Reply

  • Hi MND

     

    Being able to pop job numbers onto invoice templates sounds like a ripper of an idea, doesn’t it? Good news, it’s already on the suggestion list! If you want to back it, just chuck a vote in here.

     

    Now, about editing invoices after you've recorded them, that’s definitely something the software is designed to do. If it’s being a bit stubborn, it might be worth checking if a lock period is switched on for your file. That could be what’s throwing a spanner in the works.

     

    Regards,

    Genreve