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I want to be able to see at a glance what the invoice is for. So for example, if we've quoted for multiple webinars, I want to be able to see a topic of the webinar as a title of the invoice without needing to open the invoice itself.
PLEASE ASSIST
I need to match credit amounts to a debit amount for a customer. How do I do this?
How do I bring in the trust balances on Qbooks? Am I on the right track?
In linking the imported costimised format's fields to the corresponding QB fields, the drop-down list of available QB fields does not contain the "Customer email" nor the "Customer P.O." fields ? I've linked the "P.O" field on the imported custom format, to the "Custom 1" field on the QB drop-down list, but no info gets drawn onto the printed invoice? On the "Invoice" screen, the field for inputting the "P.O. Number" is displayed, so one would expect the info to be displayed on the actual printed invoice too .. (?)
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