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Generating invoices for deposits on orders
I'm trying to work out how I can either generate an invoice for a deposit on an order at a set percentage of the total order (say, 30% of an order) OR (if there is no alternative) by calculating it myself manually and then typing the amount due int ...
Importing Invoices
Hi, I am trying to import a spreadsheet of invoices, but when the records are uploaded, for some reason workbooks is increasing the invoice number by 2 between each one, so I get INV-1, INV-3, INV-5 instead of INV-1, INV-2, INV-3. ...
Configuring a Dispatch Address using a Dynamic Picklist
Out-of-the-box Workbooks doesn't have a Dispatch Address field for Order etc. You can add a Dynamic Picklist field which allows you to choose a Person and using that Person, fields to build a separate address field. The Dynamic Picklist r ...
How to convert multiple orders of a customer into a single invoice
Hi, Can somebody help me? I am sure multiple orders from a customer can be changed to a single invoice. But, I can't figure it out. I have two orders of a customer. I want to create a single invoice for both the orders. Pls. someone help... ...