Summary of invoices sent to a client
Hi There I'm having trouble recalling invoices I have emailed to clients and I'm sometimes unsure if an invoice has even been sent correctly. Can you please create a tab under Client which houses all the invoices EVER sent to that client. Its difficult to go back to find the last invoice you sent to a client. Unless I keep saving invoices as pdfs using the printed email format. I'd rather have it under each client.
Or maybe under reports, you could have a folder called Invoices. so you could go in and look up a date range or by customer of past invoices emailed.
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