Is there a way to default to Orders when you go to enter a sale rather that it going straight to invoice and then having to change. All of our sales go directly to an order prior to payment however if you mistakingly enter as invoice you cannot change to order you have to delete and start again?? Thanks
"Default Orders Invoices Quotes"
Hi there JoolsR,
Thank you for the suggestion. At the moment, the way the software functions is that it will remember the last option you chose (e.g. Order / Quote / Invoice) and will display that layout whenever you enter a sale, until you exit the datafile.
We do agree that being able to set a preference would certainly benefit a lot of clients and make things slightly easier. Anyone else who would like to see this incorporated into the program, please vote by clicking on the '+ VOTE' option next to the subject heading, and leave a comment.
Cheers,
Tallie