I'm trying out the solar accounts software. I have entered a few invoices for different clients, so e.g. I have 12 invoices for 4 different clients.
I want to just collate the invoices for one particular client to email them to the client together in a batch of 3.
Is there a way of doing this?
I can't seem to separate out one clients incoices from any other clients.
Also, is there a way to batch them using the ctrl key & clicking on the ones which I want to batch together? Many thanks. Victor
Hello Victor,
Sorry, you cannot select multiple invoice in Solar Accounts (ie. with the control key). Instead, save each of the 3 invoices as a PDF file (click File > Save as PDF) then attach the PDF files to an email.
Regards,
Thanks Mark. Any plans for that facility in later versions? Victor
Hi Victor,
Yes it's on the radar, but we can't make promises about future versions of Solar Accounts.
Regards,
Hi Victor,
The latest version of Solar Accounts now allows you to email multiple invoices as a batch. Just select multiple rows by holding down the shift key, then click menu File > Email.
You can upgrade your Solar Accounts installation as described here:
http://www.solaraccounts.co.uk/download.php?flag=UPGRADE
Regards