Suppress Part Ids From The Invoice
For Global Suppression Please Contact Cornerstone.
To Suppress an Individual Invoice: From customer account>Click Invoice History>Highlight and select invoice>Check Box "Suppress Detailed Amts" Bottom Left of Invoice
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Create a Product Invoice
Product invoices can be generated separate from recurring charges or appointments/proposals/tickets. For example, if you need to invoice your customer for time or equipment/materials, you can generate a single 1x P invoice from their account. ...
Show Parts On The Invoice
Click Inventory>Inventory List>Double Click on the part in the parts List>Verify that the "Print on Invoice" & "Print on Service Ticket" Boxes are Checked
Search by Invoice Number
From the customer list screen click on Searches>Invoice>Check Invoice type>Enter Invoice NUMBER ONLY>Click OK.
Move an Invoice
From customer account>Click Invoice History>Highlight the Invoice>Click Move Invoice>Click YES>Search & Select Account>Click OK
Adjust Paid Invoice
If invoice was created in this month: From customer account>Click Invoice History>Highlight and select Invoice>Click Payments>Highlight & delete amount field>Click Ok>Click Yes To Clear Payment Fields>Click Ok>Pop up will Appear That Customer still ...