Method:Classic General Q&A

Re: How to I save an invoice - sorry for the n00b question

Method_Michael — Fri, 12 Aug 2011 16:33:00 GMT

JamesQ,

I am glad to hear that it works now but it should have some sort of Save button. If this issue still persits can you send me some screenshots of the screen.

-Michael

Re: How to I save an invoice - sorry for the n00b question

JamesQ — Fri, 12 Aug 2011 16:12:14 GMT

This is interesting.

It is working fine now. First, I do not have a save button (standard screen, not custom). Second, the invoice did not save when I entered the customer, but I re-entered the customer name it saved fine.

Thanks

Re: How to I save an invoice - sorry for the n00b question

Method_Michael — Fri, 12 Aug 2011 15:56:23 GMT

Hi JamesQ,

Is this a custom screen or the standard screen? If its a standard screen there should be a Save button at the bottom but it should save as soon as you pick a customer (There are actions on the customer drop down). If you are creating a custom screen then you will need to use the Save All Sections action to save the the Invoice as a whole first and then you should be able to add line items.

P.S. We all were n00bs at some point so no worries.

-Michael

How to I save an invoice - sorry for the n00b question

JamesQ — Fri, 12 Aug 2011 15:48:42 GMT

I am creating an invoice. I try to add a line item. I get a message:

Please save the screen before adding any line items.

I am lost on this.