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June 2018
June 2018
How do I keep the invoice page open after doing an invoice? I do over 50 invoices a day. I would just like to record them then afterwards email or print, like I currently do in my Account Edge program. Is this possible? It's quite tiresome having to keep clicking "Create Invoice" all the time. many thanks
Solved! Go to Solution.
June 2018
June 2018
Hi @HelenKeegan
When you are creating an invoice the Save button on the invoice page also acts as a drop down menu. You can drop down and select the option to "Save & add" and this will save your current invoice and reset the fields within the same page, allowing you can proceed to your next invoice.
Please let me know if you have any more questions.
June 2018
June 2018
Thanks so much Dave, that solved a headache! Is there a way I can then go into a section and print off the invoices for the day after they are all done? Thanks for your help, much appreciated
June 2018
June 2018
Hi @HelenKeegan
Glad to hear, less data entry the better!
Yes absolutely there is. Where you can find this option is in Sales>>>Invoices and down the bottom left of the page under the last invoices listed is a "Print" button. It would be best to sort the page by date as there is no date filter to sort these perfectly. Then you can select all invoices created that day in one go.
Ive tested this today and you can do this for just one invoice or any number of invoices, the more there is the longer it will take to load. These are all generated as a PDF document in the web browser which you can then print out in bulk.
Also can you please mark the above post as a solution for any one else who may have similar questions.
Hope this helps, please let me know if you have any more questions.
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