Sales Invoice tracking?

  • Thread starter Thread starter Guest
  • Start date Start date
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Guest

Does anybody know if there's a simple way to enter sales invoice details:
date, invoice number and total for each customer and then to calculate total
sales for each year. Wouldn't mind using Access or Excel if they can be
linked appropriately.
 
Does anybody know if there's a simple way to enter sales invoice details:
date, invoice number and total for each customer and then to calculate total
sales for each year. Wouldn't mind using Access or Excel if they can be
linked appropriately.
Click to expand...

You can manually link customers to Excel files, but the way to track
invoices from BCM is to use Office Accounting. I think they're the
only accounting application that's integrated with BCM so far.
 
Thanks for the suggestion. However I'm a UK user and Office Accounting is not
an appropriate solution here. I was hoping I could enter an invoice sales
history through the opportunity manager, then collate and total for annual
periods which would be custom fields.
 
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