+1How is everyone else getting rid of pending invoices in invoice assistant that were generated, then had to be changed and regenerated?
This is junking up our invoice assistant and causing problems. I can’t believe its’ not possible to void, archive, tag and filter, delete, something so we don’t have to manually review every one of these each month.
+4Hello,
What has worked for me is creating a tag in the Opportunity.
This way I’m able to filter in the Invoicing Assistant what I need to see that may need to go out right away. For example, monthly invoices that need to go out “end of month”, “beginning month”, “night work” You can set as a default view for what you want to see. This has been helpful for us.
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