Hi Pete.. yes. I've just started trading and there's a couple of stores in the chain. I've to invoice them separately but I've been asked for a monthly statement for the HQ store only, I made two deliveries to them this month
Hi, So there are a couple of things you can do the easiest is probably just to create a new client for each: Pennys HQ Pennys Henry Street Pennys Lane Then you can see them easily on the invoice overview page, sort them easily, search for them. It also means when you click on Pennys HQ, you can export/view a client statement, overdue statement for each of the stores. Does that make sense? Pete
Well that will work for everything. It's the simplist way to do it and means you want have to create any customer reports. So if you've to invoice HQ just create an invoice for HQ. If you've to run a report on all invoices for HQ just click HQ, then Customer Statement and email. If you've to run a report on all outstanding invoices for HQ just click HQ, then Outstanding Customer Statement and email. Bingo all done.