Re: [GNC] Questions on invoicing and invoice format
Adrien, Thank you VERY much for your replies. I will definitely be less frustrated not being able to figure something out which cannot be done (at this stage). Good suggestion for q. no. 1. Again, thanks. Charles VINCENT Membre fondateur et ancien président du Conseil d'Administration Ecole Française de Battambang +33 6 7082 0475 (Mobile & WhattsApp) +855 12 635612 (Telegram) www.ecolefrancaisedebattambang.org On Wed, Jun 22, 2022, 20:34 Adrien Monteleone < adrien.montele...@lusfiber.net> wrote: > On 6/22/22 4:40 AM, Charles Vincent wrote: > > 1. Is it possible to delete invoices? As I was setting up invoices, I > made > > some mistakes so I now have invoice 1, invoice 2 and invoice 3 with > > different print options for the same student but I cannot seem to find a > > way to delete unnecessary invoices. Any option for that? > > No, you can't delete them. > > But you can re-assign them to someone else. > > When this happens, I usually edit the invoice# to be something like 'Use > Next' and before starting an invoice, I'll do a Find for the 'Use Next' > invoice#, then edit from there. > > > 2. How do I save a Fancy invoice configuration which will apply to all > > clients? Right now, the only way I have been able to do it is to save > the > > fancy configuration for client 1 but when I use the same configuration > for > > client 2, it comes out with the name of client 1 instead of client 2. > > What I am asking is the process to save a Print Invoice configuration > (or a > > Report /Saved Report configurations) which can be used for many clients > > without having to format each individual client. > > As far as I know, there is no way to specify a different default > configuration. It would be a very useful enhancement. Unless you really > need to, I'd avoid putting client info in the configuration. Keep it as > general as possible. > > > > 3. What is the process to ensure that When I open and insert amounts in > a > > new invoice, what is the process to ensure that it automatically goes to > > the right print invoice fancy format? I cannot figure it out. > > It doesn't work automatically. You have to choose the stylesheet each > time if you want to use one other than the default. (note, you *can* > edit and save changes to the default) There is no way to change *which* > stylesheet is the default. This too would be quite useful. > > > Regards, > Adrien > > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] Questions on invoicing and invoice format
On 6/22/22 4:40 AM, Charles Vincent wrote: 1. Is it possible to delete invoices? As I was setting up invoices, I made some mistakes so I now have invoice 1, invoice 2 and invoice 3 with different print options for the same student but I cannot seem to find a way to delete unnecessary invoices. Any option for that? No, you can't delete them. But you can re-assign them to someone else. When this happens, I usually edit the invoice# to be something like 'Use Next' and before starting an invoice, I'll do a Find for the 'Use Next' invoice#, then edit from there. 2. How do I save a Fancy invoice configuration which will apply to all clients? Right now, the only way I have been able to do it is to save the fancy configuration for client 1 but when I use the same configuration for client 2, it comes out with the name of client 1 instead of client 2. What I am asking is the process to save a Print Invoice configuration (or a Report /Saved Report configurations) which can be used for many clients without having to format each individual client. As far as I know, there is no way to specify a different default configuration. It would be a very useful enhancement. Unless you really need to, I'd avoid putting client info in the configuration. Keep it as general as possible. 3. What is the process to ensure that When I open and insert amounts in a new invoice, what is the process to ensure that it automatically goes to the right print invoice fancy format? I cannot figure it out. It doesn't work automatically. You have to choose the stylesheet each time if you want to use one other than the default. (note, you *can* edit and save changes to the default) There is no way to change *which* stylesheet is the default. This too would be quite useful. Regards, Adrien ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
[GNC] Questions on invoicing and invoice format
I have launched myself into trying to set up an invoicing capacity for our non profit school association's 70 students (clients). I am running into a few issues for which I will be most grateful for advice and guidance. Let me start with these 3 Key questions, I will follow up with others I have no doubt. 1. Is it possible to delete invoices? As I was setting up invoices, I made some mistakes so I now have invoice 1, invoice 2 and invoice 3 with different print options for the same student but I cannot seem to find a way to delete unnecessary invoices. Any option for that? 2. How do I save a Fancy invoice configuration which will apply to all clients? Right now, the only way I have been able to do it is to save the fancy configuration for client 1 but when I use the same configuration for client 2, it comes out with the name of client 1 instead of client 2. What I am asking is the process to save a Print Invoice configuration (or a Report /Saved Report configurations) which can be used for many clients without having to format each individual client. 3. What is the process to ensure that When I open and insert amounts in a new invoice, what is the process to ensure that it automatically goes to the right print invoice fancy format? I cannot figure it out. As background, a. I have set up a new invoice for student no. 1 . That is fine b. I have set up a print invoicefancy look configuration for that client. That is fine also. But it is unclear how to proceed to have a configuration which will automatically apply to all invoices Thanks for the guidance *Charles Vincent* Trésorier et ancien président du Conseil d'Administration EFB - Ecole *Française* de Battambang www.ecolefrancaisedebattambang.org Tel: +33 6 7082 0475 +855 12 635612 (Telegram) ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
