On 2/11/07, Stroller <[EMAIL PROTECTED]> wrote: > > On 12 Feb 2007, at 01:50, Keith Lowe wrote: > > ... > > I did this with AR-->Sales Invoice. > > > > I select the customer from the pull down. > > > > Question #1 - do I just make up an invoice number? How do I know that > > I'm not using a duplicate? Do I need to keep track myself? > > Quickbooks just auto increments the last invoice number you created. > > How does this work here? Is this a good case of my having a "basic > > accounting" vs. "QuickBooks" mindset? > > Leave it blank. The invoice number will be created when you email (, > print?) or post. > > If you wish to start at a specific number then enter n-1 in System > > Defaults > IE: if this field says "700" then the next invoice you create will be > 701. > > You can also enter primitive formatting in that System > Defaults > field. IE: if you wanted invoice numbers to be in the format CAS00123 > then you would enter "CAS00000" there and the appropriate fixed > letters and leading zeroes will be entered for each invoice. > > > Moving on - when I hit Post, it says "Item not on file!" and then > > "What type of item is this, Part or Service" - where does it get this > > from? I have one service defined, and it is number 1. But putting a > > 1 in the Item or Number fields in Add Sales Invoice doesn't do > > anything. > > Did you click update first? > > "Post" actually commits the transaction. Normally you enter all or > part of the part number (in your case "1") & then click update - the > remaining fields (description &c) should then be automagically filled > in. You should ensure that ALL the invoice details are fully correct > before posting. > > Note that I have seen similar behaviour when entering past invoices > into SL - if you enter a part and then click save and then create an > invoice in which you change the date on the invoice to last week. > Basically SL considers the part as unavailable _on the date of the > invoice_ - I think the way to deal with this is to enter an > appropriately earlier date in the "updated" field when creating the > part. I'm pretty sure you can also go & edit this field in already > existing parts, so that SL will accept them when entering past invoices. > > Finally, double check you have saved the part by looking in Goods & > Services > Reports > All Items. Is it possible you clicked "update" > rather than "save"? I can see this is perhaps confusing terminology.
Yep, that's exactly what I did - clicked Save instead of Update. As I tried another example, it worked fine. I could even print it and email it! I'm starting to see the differences in perspective between LSMB and QB. It really is a matter of thinking a little differently. What was Brian saying about beer helping? (-: For the moment, I'm a happy camper - thanks for your help! -- [EMAIL PROTECTED] ConditionedAirSolutions.com main 256-428-1983, cell 256-426-1485, fax 256-859-5512 ===== Conditioned Air's business is built on people liking our service so much that they tell their friends and neighbors. For every new customer you refer to us, we'll send you a check: - $10 if they have any service work done - $20 if they sign up for our home maintenance plan - $50 if they purchase a new system ===== ------------------------------------------------------------------------- Take Surveys. Earn Cash. Influence the Future of IT Join SourceForge.net's Techsay panel and you'll get the chance to share your opinions on IT & business topics through brief surveys-and earn cash http://www.techsay.com/default.php?page=join.php&p=sourceforge&CID=DEVDEV _______________________________________________ Ledger-smb-users mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/ledger-smb-users
