Sometimes you have more than one invoice form perhaps depending on the customer type or on the type of items you are invoicing out for. It would be nice if you had the option to assign a default invoice form to a customer or at least a customer group so that the user didn't always have to pick the form from the drop down menu every time they print an invoice.
by: Roxanne E. | over a year ago | Financial Management
Comments
I do this through the use of Optional Fields. In the AR Customer, I have an optional field for Invoice Type. I also have this same field in OE.
When my invoice prints, the routine determine the invoice type and prints accordingly.
Granted, I only have ONE invoice form, but within that report form, it prints differently based upon the "invoice type" specified in the optional field.