Linking documents together
To tie two documents together, you need to open the Line Details on the latest document. For example, if you need to link an invoice and a sales order, then you will need to open the line details on the invoice.
Once the line details have been opened, you can select the correct document to link and which line on that document to use.
Once the details have been added, save and close the document. When you refresh, you will see that both documents are now linked together!
Emailing Documents from the Companies module
Emailing Documents It costs a business about $7.10 per to process a paper check. Consider the cost of paper, ink, postage and time spent in completing this manual task. With our Companies module, these tasks may be done electronically with a huge ...
Removing, deleting and voiding documents - what you need to know. Certain documents in AccountingSuite™ may be deleted if they were created by mistake or are not needed. Please read the following guidelines and rules for removing documents. ...
How to attach external documents when emailing Sales Invoices, etc
Intro When emailing a Sales invoice or other AccountingSuite document, it is possible to attach external documents to the email. Attaching external documents In the document, click Print (instead of email). The print preview screen appears. Choose a ...
Adding a personalized message on an email
If the message is the same on every invoice (or any other documents), go to Quick Menu → Settings → Print Forms → Sales Invoice and put the text in the "Terms and Conditions / Notes" field. If it's specific to each invoice, you may put it in the ...
Q: Can you print out the custom fields that can be created for documents?
Q: Can you print out the custom fields that can be created for documents? A: No, currently this cannot be done. This will be included in as a feature in an upcoming release.