Idea, linking an item to a customer
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Geoff Bryant
Member Posts: 53 Reckoner

99% of my customers are regular monthly customers and pay the same amount each time. I have set up items for each of them. It would be great if you could allocate the item to the customer so that it loads the default item each time you created an invoice.
The same as pay items are automatically allocated to an employer when a pay run is created.
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Why dont you use memorised transactions?0
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Where, in the mobile app, do you find memorised transactions?0
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Thats a great question. My mistake I imagined you were referring to the desktop product. I apologise0
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Hi Geoff
Have to tried to use the copy invoice function?
This function is on the full version, and I can't see it on the mobile app. for you to use.
I have found that in some instances that going to the full version on your tablet is easier for these added benefits as the app is really quite condensed.
Thanks
Lynda
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Hi Lynda,
No I haven't tried that but I will have a look now.
thanks.
Geoff.
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Hi Lynda,
Yes that could work for now, thanks for the suggestion.
Geoff.
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This discussion has been closed.