Re: More invoices

[Dieter S. <dsi...@sq...>]

You can select the customer at the same time you fill in the first item.
Additionally you can specify a quantity for the item at the same time and
even fill in the paid field and select the account. All of which will
remain when you hit "Update Form". This saves two button clicks.

Generally it goes like this.

customer invoice

 1. select customer
 2. update form
 3. enter part number or description and optionally a quantity and discount
 4. update form
 5. edit price, enter quantity, discount, change description
 6. update form
 7. repeat step 3 & 6 for as many items you have
 8. enter amount in paid field
 9. select account
10. post invoice


Dieter Simader    http://www.sql-ledger.org   (780) 472-8161
DWS Systems Inc.     Accounting Software       Fax: 478-5281
=========== On a clear disk you can seek forever ===========

On Sun, 16 Sep 2001, Gordon Haverland wrote:

> 
> Okay, I can see how the toggling of the tax included button
> is working.  Is then the correct procedure to create an
> invoice:
>  1) Pick a customer name, hit update, fill in rest of form,
>     hit update, hit post.
>  2) Fill in form including choosing customer, hit update,
>     change tax included status if need be, update form,
>     post.
>  3) Something else?
> 
> Gord
> 
>