Re: [GNC] how to find open invoices

2024-04-14 Thread Adrien Monteleone

Business > Customer > Find Invoice

Set criteria to:

Is Posted?, unchecked

You can of course add other criteria to refine the search.

Regards,
Adrien

On 4/13/24 10:07 PM, tburmas wrote:
     I often have invoices that are open (in progress) that are not 
ready to post.  Is there a way to see a list of these?  The only way I 
have found to do so is to remember ahead of time a customer has an open 
invoice and find it.  This is quite error prone.


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Re: [GNC] how to find open invoices

2024-04-14 Thread Liz
On Sat, 13 Apr 2024 20:07:26 -0700
tburmas  wrote:

> Hello,
> 
>      I often have invoices that are open (in progress) that are not 
> ready to post.  Is there a way to see a list of these?  The only way
> I have found to do so is to remember ahead of time a customer has an
> open invoice and find it.  This is quite error prone.
> 
> 
> Thank you,
> 
> Ted
> 
> 

Doubtless there are some smart answers to come, but my method is to use
"Edit Invoice" off the top bar and alter the number

So if it is invoice 700 that is unfinished, I'd change the number to
700TODO

Then I can search for invoice numbers containing the string "TODO"

Liz
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[GNC] how to find open invoices

2024-04-13 Thread tburmas

Hello,

    I often have invoices that are open (in progress) that are not 
ready to post.  Is there a way to see a list of these?  The only way I 
have found to do so is to remember ahead of time a customer has an open 
invoice and find it.  This is quite error prone.



Thank you,

Ted


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