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Totals: Migrating a document to Invoice
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I need to send a "Timesheet" every month. Therefore I renamed "Estimate" in "Timesheet". I use the Inventory Items and I put in a complementary line under the Inventory Items the days per Inventory Items I spend on that month.
The second step is the Invoice, based upon this Timesheet. Is there a way of putting this so recalled Timesheet (Estimate) with one-click in an invoice? -
Hi,
yes. In Totals it's called "Processing documents".
http://support.kedisoft.com/kb/creating-invoices/processing-documents
Kind regards,
Ferhat -
Perfect. Was easy!
Now, I want for that "Timesheet" another layout than "Invoice". A number of fields will stay in common (the SKU's) and other fields will be added in my "Invoice". What I have now is that I configured my Estimate (Timesheet) page by not adding the Tax fields, amounts fields, etc. Only SKU's, my personal fields and the customer fields remains. In my bill I need those fields. Changing from "Estimate" to "Invoice" keeps lay-out of "Estimate". Possible that each has it's own lay-out? Txs, Guy -
yes, it is possible. http://support.kedisoft.com/kb/configuring-totals/setting-default-layouts
~Ferhat -
Perfect, it works! Thanks a lot and .. good product! Greets, Guy
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In this Discussion
- ayaz April 2012
- Guy_Moechars April 2012