Creating Documents
Voiding Payment Entries (Cash Receipts, Payments, Bill Payments)
Voiding payment entries is an essential task for maintaining accurate financial records in any business. Whether correcting an error, responding to a customer request, or handling a duplicate entry, voiding payments ensures the accuracy of your ...
Recurring Templates
Recurring Templates is a powerful feature designed to automate the generation of documents at regular time intervals. These templates are “copies” of existing documents that the system automatically generates, saving you time and ensuring consistency ...
Document Status Descriptions
Document Status Descriptions Many documents in CustomBooks™ have statuses to indicate the point where it is in the workflow. Below are status descriptions broken out by document type. Sales Quotes Draft : Sales Quote has not been completed. Open : ...
How to delete a document
Deleting a document isn't always the best solution. Ask yourself why you are deleting the document. Is it because there is a duplicate? Customer change their mind on an order? Cancel the order in the latter case. Remember, all actions are logged in ...
Is there an easy way to create an Invoice or other document on a regular basis?
Yes, there is. Actually there is more than one way. CustomBooks™ provides both a copy feature and the ability to create a recurring template. Solution #1: Copy Use this solution if you would like to make a one-time copy of an existing document. 1. ...