Dear All, I am unable to sort the client name in the category : Sales Invoices / Recurring Sales Invoices — Batch Create : Alphabetical order (Sorting options) [Recurring Sales Invoices — Batch Create] Can anyone help me as the option is grey and unable to click on it.

@TamG I would recommend that in future you would just simply put the appropriate screenshots and steps as below. It will help us understand the issues better and thus can provide help better too. So, your problem is that you can not sort the recurring sales invoices list when clicking on the yellow…

My apology for the misinformation, It seem that on the 2nd screenshot you sent me the section is not greyout, i will run a test on my side and revert back asap. Thank you very much :slight_smile: Regards,

[Screenshot — Recurring Sales Invoices — Batch Create] Here is a full screenshot of the part i want to sort by name before BATCH CREATE, i need the option to click on customer, then the problem is solved :slight_smile:

Just to cure my curiosity, what difference does it make what order the recurring invoices are generated in? The customer doesn’t care at all. The resulting invoices are listed in the Sales Invoice tab and can be sorted however you want

We are all in the clear what you want. I just gave an example how to report this so we understand. You are right that both screens should have edit columns and thus sort enabled.

I deleted my response to @Joe91 as he is right why this would be an issue for a Batch create action in recurring invoices. As the recurring invoices are already listed and there is no copy to clipboard, etc. needed just the single action to create the invoices from recurring ones.

Alongside these invoice format,we have an excel where all information are matched in alphabetical order, the thing is from the beginning this format was setup(sorted by client name with following invoice numbers.

Why do you duplicate the information in Excel?

@TamG the recurring invoices batch create function just adds those you select to the list of invoices. The list of invoices can always be sorted on whatever column you click. You decide what is in the recurring invoices list and can delete those you no longer need. I would advise doing that from the…

Ok could you please add the edit section right to the clipboard button?

Sales Invoices / Recurring Sales Invoices — Batch Create : Alphabetical

Uncategorized

lubos June 16, 2023, 11:10pm 29

Added to the latest version (23.6.17)

Uncategorized Payments - Needs Sorting to facilitate finding Rule Errors

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Sales Invoices / Recurring Sales Invoices — Batch Create : Alphabetical

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