• From: UK, Kensington / Reading
  • Registered: 03/06/2009
  • Posts: 23

Topic: Customer Filter for Print Invoices / Credit Notes

As the list of invoices & customers gets longer the ease of finding particular invoices decreases dramatically.

A common task is making sure that the list of invoices for a particular customer is complete, printing them as they have asked for copies etc.

So a filter combobox would be really great

Comments & other ways to achieve this ?

vernonr's Website

  • joe
  • Administrator
  • Offline
  • Registered: 03/15/2007
  • Posts: 5,107

Re: Customer Filter for Print Invoices / Credit Notes

The invoices are presented in decreasing order with the Customer name in the list.
Another way of easily finding the customer invoice, is in Customer Transactions. Select the Customer here, and print the invoice directly.

/Joe

  • From: UK, Kensington / Reading
  • Registered: 03/06/2009
  • Posts: 23

Re: Customer Filter for Print Invoices / Credit Notes

Thanks Joe,

These reports together almost deal with the issue I had in mind but not quite.

It would be really useful to bulk print invoices for a particular customer in order by entry date or due date. For instance a common request is to provide copy invoices for VAT purposes for the last tax year / quarter for a particular customer.

In both reports the print invoices / credit notes and customer transactions

The order appears more related to the date of entry to FA - than due or transaction date

In the print invoices report :
========================
the reference appears to the left of the customer name so searching by customer name isn't as easy as it might be

However It does have the useful bulk print facility ( the from / to combo boxes )

In the customer transactions report :
=======================
you get to see individual invoices per customer - but you have to print them one by one

Thanks Vernon

vernonr's Website