Method:Classic General Q&A

Re: Invoice screen

Anonymous — Thu, 30 Jul 2009 12:55:18 GMT

Phillip,

Yes that is correct. Thanks.

Re: Invoice screen

pholcer — Thu, 30 Jul 2009 00:08:38 GMT

So the "save" happens initially when the customer is selected? And the purpose of that save is to obtain a record ID? I saw that in pay selected invoices button actions.

That makes perfect sense. I'll train myself and the users to hit delete if the invoice, estimate, etc is unwanted.

Thanks for the clarification!!

Re: Invoice screen

Anonymous — Wed, 29 Jul 2009 21:45:00 GMT

Hi Phillip,

To help you understand how invoices work; when you are on the invoice screen and you select a customer, automatically that invoice is saved. The reason for this is so we can have a saved invoice along with a record ID which allows us to assign line items back to that specific invoice. The same applies to Sales Order, Estimate, Purchase Order and Sales Receipt just to name a few. So the clear/ new button is working how it should. In the event that you are in the middle of an invoice and decide that you no longer want to proceed, you can click on the delete button. Hope this helps.

Invoice screen

pholcer — Wed, 29 Jul 2009 00:58:03 GMT

clear / new button saves the invoice instead of clearing the screen.

same thing happens on receive payments