Adding customers/invoices to a schedule

1. Open the schedule and then select Applies to.

 2. Click the + button.

3. In the popup that appears, scroll down the list or search for a customer using the search field.

4. Click the checkbox next to a customer’s name.

5. The indicator to the right-hand side indicates the current schedule of the customer.

6. Clicking the checkbox shows (and automatically selects) all of its customer’s invoices if there are any. Use the checkboxes next to each to choose whether to include them when adding their customer to this schedule.

7. When ready, click Add to move the selected customers and invoices to the currently-selected schedule.

8. Confirm by clicking Add in the popup that appears.

9. View the new list of customers and invoices on the currently-selected schedule by visiting the Applies to tab.

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