If you outsource work to varies contractions you can bulk produce copies of invoices using two coding tricks


Code at site level use field Bill Type (reference file 4)
Add a code for each contractor. Suggest a prefix so they are grouped like CTJIM, CTHARRY, etc.


Code at customer level use field sales Team (Reference file 30)
Add a code for each contractor. Suggest a prefix so they are grouped like CTJIM, CTHARRY, etc.


To email or print invoices for a specific contractor
1. Report\invoices\invoice tab
2. Fill in start and end date for date rang for invoices to be sent
3. Fill in either Bill type or Sales team code
4. Click search
5. Right click and either Email or Print. You will have to manually type in the to email address