How often do you find yourself in a situation that while Importing multiple Invoices from external sources and API’s wrong customer is imported on the Invoice entry screen and now need to change the customer? The only option left with you is to delete the Invoice with the wrong customer and create a new Invoice for the correct customer. This situation may also occur during data entry.
We, at Greytrix have a utility where you can change the customer on the Invoice Entry screen on just a single button click. Please refer the below screenshot.
Now to change the customer on the Invoice entry screen you have to just click on the ‘Change Customer’ button on the toolbar. When you click on the button a screen pop ups containing lookup to select new customer. Please refer the below screenshot.
Just select a different customer and click on the proceed button the customer related details like Bill to address, ship to address, contact, salesperson, Salex Tax will be changed on the invoice accordingly.
If you feel if you could be benefited from such a utility feel free to contact us at
mas@greytrix.com
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2 comments:
As a user of the MAS90 software, I prefer that the utility be applied to Sage MAS90 too, since it is pretty hard to have the wrong customer imported on the invoice entry screen.
If I remember it correctly, at the CRM online training and the Peachtree complete accounting seminar that I attended last month, the ease of navigation and importing of invoices will make the work flow of each transaction be streamlined for the benefit of the accountant and for the customer.
nice post!
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