Windows 10: I trying to auto capture the invoice using invoice capture application, but the lines are...

I trying to auto capture the invoice using invoice capture application. All the details are being captured except the purchase order, purchase order line from the invoice. The configurations and rules are also taken care properly. I have attached the SS of the invoice and error details too.

:)

 

best invoicing solution?

I am doing very small business and I don't actually need a very systematic
invoice. However, I have a plan to start to be a little bit more systematic in the coming new year

Is there any free or low priced excel template, windows software or apps where it can let me have a better management of my customers and invoice?

I often need to create invoice for my customers but currently I only use simple word and create tables by myself, which is very low tech and not organized.

For example, I hope I can find out all the historical invoices sorted by a particular customer, I can assign code for my stocked items, many of
my customers only pay part of the money because I can't deliver my
products to them immediately, so I want to have an auto calculation
and list of how much I've received this month (and wish I can also sort them by their means of payment so that I have a better tracking) and how much my customers will have to pay to me (outstanding amount in total)

Any recommended solution? I have NO excel knowledge....
Since my invoice will contain the personal information of my customers, I hope it's an offline and reliable solution

Thanks for advice.

 

In-Line editable grid On Invoice

Hi,

Can I customize the in-line editable grid of opportunity product -"Get Products" functionality on Invoice entity ?

If yes then please describe the procedure to use it.

Thanks in advance

Prashant Verma

 

Quote/invoice program

i used one called peachtree when i used to work at this machine shop and they needed an accounting program. Pretty easy to use, has quotes, invoices, customer/vendor lists, check printing, etc. Very nice program, dont know much it costs though.