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CardFiles include a Reports tab at the bottom of the form.
This is where to specify which invoice report formats to use for this particular customer, overriding the default reports as set in Tools > Options > Invoice.
Further information
CardFile Security
User Security
CardFiles at a Glance
CardFile Header
CardFile Footer Tabs
CardFile List
Time Sheets
Timers and Labour
CardFile Contact Types
Auto Postcode/Suburb Lookup
CardFile Preview Pane
CardFile Reports
CardFile Types
Add a CardFile
Add Prospect CardFile
Add CardFiles to Groups
Add/Update Contact Details
Add/Update Customer Details
Add Documents to CardFiles
Add Groups to a CardFile
Add Mulitple CardFiles
Add Vendor Details
Add/Update User
Accountant Login
Browse for a CardFile
Bulk Update CardFiles with BPAY Ref
CardFile Merging & Deleting
Deactivate CardFiles
Email from CardFile List
Export a CardFile Report to Spreadsheet
Export Email Contact Report
Make Prepayments/Refunds
Quick Add CardFile
Reassign Users and Account Managers
Reassign Prior to Today
Set up Overseas Customer
Update Multiple CardFiles
View CardFile Transactions
View or Edit a CardFile
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