I have a variable number of members attending a dinner. Is it possible to have a batch operation to create a sales invoice for the members attending.
I keep a list of members attending and could use this in a batch operation to create sales invoices. Just a bit quicker than creating 35 separate sales invoices.
Thanks
batch operations are not possible in Sales Invoices.
Batch operations function in these tabs:
Customers
Suppliers
Inventory Items
Employees
Fixed Assets
Intangible Assets
Batch operations are available whenever you see these three buttons in the bottom-right corner of the Manager window:
if you do not see these buttons appearing in a window, then you can be sure such a thing is not possible in that module.
Something to note if searching for those buttons: they only seem to appear when the tab has at least one item / record in the list already.
If you visit one of the tabs @sharpdrivetek mentioned and don’t see the buttons, try creating a record manually first and then take another look.
Batch functions within Manager only relates to the importing and exporting of data lists, this importing / exporting doesn’t apply to transactions.
@Gally, you could create the first invoice and then use the “clone” feature - this means that you only have to change the “customer” detail on each subsequent sales invoice.