Method Community

Method_Michael:

If you take a look at the loop action in the Fill with Invoice button and apply the same concept for the date range to customer you should have what you need.

Thanks - I won't get a chance to check it out until after the holiday.

If you are looking for step by step instructions you would need to book some paid consulting time to go over this in detail.

What is the cost for consulting time?

Happy Thanksgiving,
Fred

 

Fred-

Consulting time is $125 and hour charged in half hour blocks, something like this should not take more then an hour and we could make the changes for you and show you how to do it so in future you can make similar changes yourself. . You can email me directly if you want to set something up.

-Michael