Tip of the Month for: April 2020
Apply the same Notes to Multiple Accounts Receivable Invoices
A new feature allows editing notes in Accounts Receivable and having them applied to multiple selected invoices. This new notes feature is available in the Account Analysis, Analysis History and Invoice History tabs of Customer Inquiry.
If multiple invoices are selected (i.e. by placing a check-mark in the first column to the left of the invoice number, the same as if you were going to re-print them or email or fax them), the user will be prompted to copy the notes to all selected invoices.
If the user wishes to apply the same notes on all checked/selected invoices, and there are already existing notes for any of the selected invoices, the existing notes will be displayed to the user and prompted to Replace, Append, or Not to Copy (skip updating) the existing notes.
This new feature will give users the ability to have the same notes added to multiple invoices at one time, while still maintaining the flexibility of keeping individual notes for individual invoices as has always been the case in the past.