Generate Invoices: Cloning or based on previous invoices
Save time by cloning or copying invoices you’ve sent previously Go to Invoices >>Generate Invoices >> choose from the ‘Generate Invoice Based on No.’ dropdown list. Abtrac KB# 2037
Save time by cloning or copying invoices you’ve sent previously Go to Invoices >>Generate Invoices >> choose from the ‘Generate Invoice Based on No.’ dropdown list. Abtrac KB# 2037
Why not save time and save as default the comments you use most often? If you find that you tend to use the same invoice line comments often, it is handy to save them as default narrations. Go to Invoices >> Load Invoices >> click on the relevant ‘Invoice No’…
Why can’t I change the invoice ID? Abtrac invoices have two numbers in the system. How to change an invoice number You can change the invoice numbering sequence at a system level or make one-off changes to particular invoices. An invoice number can only be edited if the invoice is…
Work Items are a list of things to do on a job. They are lower than tasks, (aka stages or phases). They are small steps of work that can be ‘ticked off’ as they are completed. If you already have a QA Check List of some sort for each job/project,…