Kishorkp
Level 1

Reports and accounting

Hi Clay,

 

We have a similar issue. Let me explain in detail to see if you have a solution. We track our business in five different segments and want to create customized invoices which will have their own invoice number series (e.g one will have BP201800001 and another will have LM201800001). I understood that we can achieve this by using location as a default location to create invoice for different segments. But the issue we have is that we are using location as a salesman so we can not assign the invoice template to location.

 

Is there any other way to do this?