INVOICING WITH A TWIST
I have tried looking at the Invoicing and Estimates Starter Solutions first. They are more complex than what I am looking for and despite my best efforts at emulating them, I come up short.
We are a small contracting firm. We basically deal with one customer, but for insurance purposes we have three business we do quotes & invoicing under.
In the attached screen shorts, when we show the COMPANY names, that is our company name we are using.
The salesman is the salesman at our customer that gave us the work.
The problem I am encountering is very simple; how do I enter multiple lines on the quote/invoice.
Following the examples, I created a table called Invoice Data with three fields: the Invoice #, Description and Amount.
I then created a portal, but for the life of me cannot get it to enter any data.
I just need to be able to enter several lines that show the description of the work to be done and the cost.
I have uploaded what I consider the most useful screen shot, I have other available.
Please, keep it simple !