How do I automatically include a product with all invoices?
Products can be set to automatically be included with all invoices created. This feature can be turned on and off as required at any time. For example, you may wish to include the cost of a trip with all of the invoices you are about to generate for this week. To do that, you would follow the procedure below, then do your invoicing as normal. The required product will automatically be included with each invoice. Finish processing your invoices, and then return to this section and re-set the product so it is not automatically included with your next batch of invoices.
From the home menu, click the "Billing" icon and then click the "Products" Icon.
A list of all products that have been entered will be displayed.
From the list of products displayed, scroll to the product which you wish to automatically be included with all invoices.
Click the "Modify" button for that product.
Click on the "Include with all invoices" check box so that a tick appears in the box.
Click the "Update" button to save the information and return to the previous screen.
To discard the information you have entered and return to the previous screen, click the "Cancel" button.