Reply To: Emailing Invoices oddity

  • Samantha Higdon

    Member
    October 17, 2023 at 4:30 pm
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    Hi Howard- it’s a little quirky with the naming convention on the forms, I’ll admit.

    Any SOP document that’s been posted uses the history form even if it has a status of “open” in GP in regard to whether you’ve run paid transaction removal.

    In the case of the invoice forms, “history” just means posted and can’t have amounts and such edited.

    Are you familiar with how to get word templates created and assigned?

    Best,

    Samantha

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