Creating an invoice added to bookmark, which allows the system to remember the data of that specific invoice, including quantity and price, for future reference and recording purposes, you can follow these steps:
Step 1: Select the "Revenue" menu > "Delivery Note/Invoice/Record AR" > "Create".
Step 2: Fill in all the necessary information to create an invoice. Once the invoice details are entered, click on "Add to bookmark."
Step 3: Enter the details to create a bookmark list.
Bookmarked Item Name : Enter the name of the bookmark list.
Bookmarked Item Description : Provide a description for the bookmark list (if any).
Save contact in bookmarked item : Select save or not save
Save price and quantity in bookmarked item : Select save or not save
Once you have entered the required information, click on the "Add bookmark" button to add the item to the invoice.
Once the item has been successfully added, the bookmarked item will be saved at the top of the invoice creation page.
Watch the tutorial video create a bookmark list for invoices at the link PEAK Account วิธีการสร้างเอกสารเป็นรายการโปรด และการสร้างเอกสารล่วงหน้าด้วยระบบ Recurring Second at 0:11
- End of Creating an invoice added to bookmark.-