[GNC] Questions on invoicing and invoice format

[Charles Vincent]

Adrien,
Thank you VERY much for your replies. I will definitely be less frustrated
not being able to figure something out which cannot be done (at this stage).
Good suggestion for q. no. 1.
Again, thanks.


Charles VINCENT
Membre fondateur et ancien président du Conseil d'Administration

Ecole Française de Battambang

+33 6 7082 0475 (Mobile & WhattsApp)
+855 12 635612 (Telegram)

www.ecolefrancaisedebattambang.org

On Wed, Jun 22, 2022, 20:34 Adrien Monteleone <
adrien.monteleone at lusfiber.net> wrote:

> On 6/22/22 4:40 AM, Charles Vincent wrote:
> > 1. Is it possible to delete invoices?  As I was setting up invoices, I
> made
> > some mistakes so I now have invoice 1, invoice 2 and invoice 3 with
> > different print options for the same student but I cannot seem to find a
> > way to delete unnecessary invoices. Any option for that?
>
> No, you can't delete them.
>
> But you can re-assign them to someone else.
>
> When this happens, I usually edit the invoice# to be something like 'Use
> Next' and before starting an invoice, I'll do a Find for the 'Use Next'
> invoice#, then edit from there.
>
> > 2. How do I save a Fancy invoice configuration which will apply to all
> > clients?  Right now, the only way I have been able to do it is to save
> the
> > fancy configuration for client 1 but when I use the same configuration
> for
> > client 2, it comes out with the name of client 1 instead of client 2.
> > What I am asking is the process to save a Print Invoice configuration
> (or a
> > Report /Saved Report configurations) which can be used for many clients
> > without having to format each individual client.
>
> As far as I know, there is no way to specify a different default
> configuration. It would be a very useful enhancement. Unless you really
> need to, I'd avoid putting client info in the configuration. Keep it as
> general as possible.
>
>
> > 3.  What is the process to ensure that When I open and insert amounts in
> a
> > new invoice, what is the process to ensure that it automatically goes to
> > the right print invoice fancy format?  I cannot figure it out.
>
> It doesn't work automatically. You have to choose the stylesheet each
> time if you want to use one other than the default. (note, you *can*
> edit and save changes to the default) There is no way to change *which*
> stylesheet is the default. This too would be quite useful.
>
>
> Regards,
> Adrien
>
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