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  • invoice question

    One of my customers has multiple properties and has a specific way they wayt their invoice number for tracking. There is a 6 digit number they want to show first and then have it follow with and invoice id number. Is there a way I can do this besides having to go into each invoice and manually edit then after they are created?

    Thank you.

  • #2
    Yes you can set up your invoice # in the manner you described.

    Click on the Options section on the green bar that runs along the left side of the program.
    Then click on the Billing button.
    A Program Settings - Billing window will appear and you will see three tabs at the top. Click on the values tab.
    Then click on the "Customer Specific" Invoice ID type.
    Click OK

    You can now go back to your customer and edit that specific customer to have the 6 digit ID number they request and when your monthly invoices are printed it will show the "customer ID-sequential Invoice #."

    Let me know if you have further questions.

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    • #3
      Make sure you are on the Options page and click on the Billing button.

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      • #4
        Click on the values tab.

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        • #5
          You can choose sequential numbers or

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          • #6
            You can choose customer specific numbers.

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