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Hi, Is there a way I can create a shortcut to creating a new Quickbooks Invoice on the main screen somewhere.
Having to go to File, New, then selecting QuickBooks Invoice just seems a bit tiresome and old hat these days. Also, whilst on about tiresom and old hat, is there not a way of having the backup path saved in the CRMBackup tool? |
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Thank you for posting this.
Mmm, while it may get overlooked, there is already a shortcut for the QuickBooks Invoice on the Home Page under the Service Management tab: In addition a QuickBooks Invoice can be generated from various different places, for example: 1. In order to create an invoice for a specific customer Account or Ticket - you can use the 'QB' button on the toolbar while viewing the Account/Ticket details. 2. The 'Show Unbilled Tickets' link in the Tickets main window, will also open an invoice wizard window: Hope this helps! |