Follow

How To Use Recent Invoice Details

This article will explain how to use recent invoice details to create an invoice in Enhanced Invoicing. 

  1. To copy recent invoice details for the selected name, click on (F6) Copy from a previous invoice or press F6 on your keyboard. 
    mceclip0.png
    mceclip1.png
  2. Select Yes to copy amounts across or No to copy splits with $0.00 amount.
    use_dollar_amounts.PNG
  3. You will now be in the invoice lines section, complete the invoice as required.

To Edit Invoices

  1. Select the invoice you like to edit in the Browse Invoices screen and click on the Edit button. 
    screen_4.PNG
  2. You will now get to the first screen of the invoice wizard and you can make any necessary changes.
Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a request

Comments