Idea, linking an item to a customer

  • 1
  • Idea
  • Updated 3 years ago

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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Geoff Bryant

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Posted 3 years ago

  • 1
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Kevin Russell, Accredited Partner

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Why dont you use memorised transactions?
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Geoff Bryant

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Where, in the mobile app, do you find memorised transactions?
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Kevin Russell, Accredited Partner

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Thats a great question. My mistake I imagined you were referring to the desktop product. I apologise
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LyndaC

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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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Geoff Bryant

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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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Geoff Bryant

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Hi Lynda,
Yes that could work for now, thanks for the suggestion.
Geoff.