Autofilling Dates

Richard Issac Delgado Jr.

• November 09, 2012 11:24

Originally from ticket #1267.

During the process of editing and fixing our settings, I noticed that it is possible to have Wordbee automatically assign a Date upon a User click.

I have been trying to take advantage of this feature, but I have been unsuccessful.

How do I do this properly?

1

• 

  Sales

  • November 09, 2012 11:25

  Hello Richard,

  This function can only be activated by the platform Administrator.

  1) Make sure the option is enabled, by clicking on "Settings" > "Invoicing Processes". (See screenshot "Capture") 
  2) When creating a quote/invoice, click the related button (See screnshot "Capture2")

  Best regards,

  0

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