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Copy Sundry AR Debtor invoices or have a recurring option template to avoid re entering the same info etc every month

  • Rita Bouh
  • May 22 2019
  • In Review
Finance
Company PSG Holdings Pty Ltd
Job Title / Role AP & AR Officer
I need it... Yesterday...Come on already
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  • Admin
    Andrew Tucker commented
    July 24, 2019 03:14

    got it, thanks!

    *ANDREW TUCKER* *Sr. Product Manager APAC*

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  • Guest commented
    July 24, 2019 03:06

    Thanks Andrew.

    We use the AR Invoice Upload facility but it doesn't have the Text field data via the Print Invoice Option which is what we use for all of our clients as a brief summary hence the reason it would be great to have recurring templates.

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  • Admin
    Andrew Tucker commented
    July 24, 2019 02:22

    I like the copy Idea and will review it. Thanks for the suggestion Rita, Apologies for the late response.

    There is an AR Invoice Upload facility from Excel which may help you. If you think you might use that give it a try and log a request for assistance in clearview if you need help with it.

    thanks

    Andrew

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