Alerts - "Date outside appropriate range"
Description : This alert usually occurs if the invoice date is older than three months. The alert is a simple warning to check and confirm that the date is correct as we normally expect invoices to be dated closer to the current date. * Solution : If the date on your invoice or credit note is correct, click 'save.'…
How to Split a multi page Document
* Click the "Split Document" icon located at the top of the page. * Select each of the pages in your document by clicking on their corresponding thumbnails. * To make things a bit easier, start from the last page and work your way towards the first page. * To create a single page invoice, click the scissors ico…
Alerts - "Invoice/Credit Note with this number already exists"
* Solution: Change the invoice or credit note number or delete the document * How-to: From the Alerts page, click the document icon to the right hand side of the alert. Click the 'view' link on the error message while holding down 'CTRL' on your keyboard. This will open the document that was already in…
