{"id":5187,"date":"2019-12-11T11:36:15","date_gmt":"2019-12-11T11:36:15","guid":{"rendered":"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/?p=5187"},"modified":"2019-12-11T11:36:15","modified_gmt":"2019-12-11T11:36:15","slug":"update-to-the-customer-sales-list","status":"publish","type":"post","link":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/?p=5187","title":{"rendered":"Update to the Customer Sales List (Sales Invoice\/Credits Grid)"},"content":{"rendered":"<p>If you are using Season 19 or newer, You now have the ability to print multiple invoices from the Customer Sales list at the same time.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-5113 aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2019\/12\/Untitled4-1.png\" alt=\"\" width=\"147\" height=\"204\" \/><\/p>\n<p>First you need to <strong>open Customer Set up<\/strong>. On the right hand <strong>Operations menu<\/strong>, select <strong>Sales Ledger<\/strong> and then <strong>Customer Setup.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-5188 aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2019\/12\/Untitled1-6.png\" alt=\"\" width=\"767\" height=\"439\" \/><\/p>\n<p>From the<strong> Customer Setup<\/strong> window, Click the<strong> Utilities<\/strong> drop down menu and select<strong> Sales Invoices\/Credits.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-5189 aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2019\/12\/Untitled2-4.png\" alt=\"\" width=\"770\" height=\"467\" \/><\/p>\n<ol>\n<li>Click into the <strong>Customer<\/strong> box and press <strong>F4<\/strong> to load your customer list, <strong>select the customer<\/strong> you need to print Invoices for and<strong> click the green tick<\/strong> (if you had customer details loaded in Customer Setup, that customer will be selected by default in the Sales list)<\/li>\n<li>Choose either a<strong> Period Range<\/strong> or<strong> Date Range <\/strong>and check the your preferred <strong>Currency<\/strong> type. (Base for your own currency and customer if you want to see values in their currency)<\/li>\n<li>\u00a0Click the <strong>Refresh<\/strong> button to load the data into the grid.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-5191 aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2019\/12\/Untitled3-4.png\" alt=\"\" width=\"745\" height=\"540\" \/><\/p>\n<p>4. When you have a list of invoices and credits selected,<strong> check the box<\/strong> at the end of the line for each invoice you need to print<\/p>\n<p>5. \u00a0Click the <strong>Print Selected<\/strong> button to print your invoices.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you are using Season 19 or newer, You now have the ability to print multiple invoices from the Customer Sales list at the same time. First you need to open Customer Set up. On the right hand Operations menu, select Sales Ledger and then Customer Setup. From the Customer Setup window, Click the Utilities [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[81,118],"class_list":["post-5187","post","type-post","status-publish","format-standard","hentry","category-howtooffice","tag-customer-sales-list","tag-invoices-credits"],"_links":{"self":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/5187","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5187"}],"version-history":[{"count":0,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/5187\/revisions"}],"wp:attachment":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5187"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5187"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5187"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}