How do I use the contact function?
"It is very easy to do this
Use the ""contact function"" instead of the invoice function for the invoice you want to save and recall.
Save the ""contact when you are finished.
Then recall it under ""pending contracts"" ,edit it and save it as many times as necessary.
When you are ready to make it into an invoice, recall it and use the ""convert to invoice function""
Works great, I have been using this for many years. There are other advantages to this procedure but that is for another day"
try entering it as a contract and saving it, recall it any time and when you are ready convert it as an invoice. I have been doing this for years
"... and then go back and delete the recurring transaction. And hunt up the Sales Order / Purchase Order and manually clear the back orders.
But yes, MUCH better than starting over on 60 lines of invoice!"
Save as Recurring is what we use when we need to save a partial document in Sage 50. It might be nice to have a more 'official' method to do this, such as a sort of 'suspend' button that would reserve the Quote, Order, or Invoice number.