Joe contractor wants to see all of the line items from the 3-7 progress bill on the 3-2 receivable invoice that it creates. In order to do this, he has to void the created invoice and re-enter it with the line items. This takes 15-30 minutes per invoice depending on the detail. His staff is having a hard time finding the invoices as they are no longer linked to the progress bill.
This app deletes the invoice details on an existing 3-2 Receivable Invoice and replaces them with the details of the corresponding 3-7 Progress Bill.
Return on Investment:
Now the line items are inserted into the 3-2 invoice with the click of the zMaxOneClick app. The accuracy of the invoices has increased and the invoices easy to find since they are still linked to the progress bill.