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Invoice screen

Last post 07-30-2009 7:55 AM by Anonymous. 3 replies.
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  • 07-28-2009 7:58 PM

    • pholcer
    • Top 50 Contributor
    • Joined on 06-08-2009
    • Northern Utah
    • Posts 139

    Invoice screen

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

    same thing happens on receive payments

    Phillip Holcer

    help@myanchorsolutions.com
    www.myanchorsolutions.com
    Anchor Tax Plus LLC
    PO Box 266 Tremonton, UT 84337
    (435) 553-4TAX

  • 07-29-2009 4:45 PM In reply to

    Re: Invoice screen

     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.

  • 07-29-2009 7:08 PM In reply to

    • pholcer
    • Top 50 Contributor
    • Joined on 06-08-2009
    • Northern Utah
    • Posts 139

    Re: Invoice screen

    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!!

    Phillip Holcer

    help@myanchorsolutions.com
    www.myanchorsolutions.com
    Anchor Tax Plus LLC
    PO Box 266 Tremonton, UT 84337
    (435) 553-4TAX

  • 07-30-2009 7:55 AM In reply to

    Re: Invoice screen

     Phillip,

    Yes that is correct. Thanks.

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