Customer name in list of Recurring invoices instead of "Invoice_ID" ????
  • gpullengpullen November 2011

    Hi All,

    does anybody know if its possible to edit the code, so on the reccuring invoice page, it can display me the customer name in the table, aswell as or instead of the Invoice ID

    Currently, im trying to use this software to manage a storage yard with 100 customers. when a customer leaves, i have to search through 100 recurring invoices, looking for the one that relates to the customer, and then delete it. ARghh?!!!!!

    Please help!
    many thanks

  • Johan_BoshoffJohan_Boshoff January 3

    Hi,

    No, I have nbo idea how you can do that change. However, I actually think it is a great feuture request for the team. Maybe they can leave the invoice id and just add the customer name.

    The one way to manage your recurring invoices, is to set the default invoice for each customer as the one that is recurring. Then, when the customer leaves, you can just look up which one is the recurring invoice and then remove it like that.

    To save a default invoice, list all the invoices --> Click the quick view of the invoice --> Click on the + next to Customer --> Next to Custom Field 4 click the icon. That will save that invoice as default invoice.

    To view the default invoice. Click on Customers and then the Quick view of the customer. Field 4 will show you the ID of the default invoice.

    Hope this helps.

Add a Comment

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Apply for Membership

Categories

Tagged