TimN
Cover User
Add a 'Project' column to Essentials 'Invoices' and 'Quotes' listing. This would make it soooo much easier to quickly identify the right Invoice when one client has multiple projects. See mockup attached.
Thanks.
Ed_
4 years agoUser
The way I do it is to put the Project/Job name in as the Customer's Purchase Order Number on the Quote/Invoice, which will then show up on your lists. This may help you in the meantime.