Hi,
We work on a service industries, where for each project we have lots of invoices. also form the same customer (and supplier) we will l have multiple projects. when we create invoice and track them it is bit difficult to search especially of there any error (eg, forgot to activate VAT button) etc. is there a way we can group the invoice based on customer. and driven down to project then to invoice? it will be something like below.
You can also search the Sales Invoices tab for the customer’s name. See Search for records | Manager. And you could add a custom field for the project name, set to show as a column, then search for the project name.