Create a link to an invoice
When you print an invoice, you can create a link from the invoice to documents in other applications or a folder.
When you print an invoice in the application, you can create a link from the invoice to documents in Practice CS, GoFileRoom, or in a folder that you specify. You can also create links to invoices on the
Links
tab in the Detail Billing
tab and on the Integrated Invoices
tab in the Billing
screen.note
You can print invoices by selecting or selecting tab.
To create a link to an invoice when you print the invoice, follow these steps.
- Select the invoice you want to print.
- SelectPrint Selected.
- In thePrintwindow, select one or more of the following options:
- Output to GoFileRoom
- Output to Practice CS
- Output to file
noteTheOutput to FileCabinet CSandOutput to GoFileRoomcheckboxes are available only if you are licensed for these applications. - Select the checkbox for each selected print output location:
- Create Invoice Link to GoFileRoom Document
- Create Invoice Link to FileCabinet CS Document
- Create Invoice Link to File
- SelectOKto print the invoice.
Invoices with links to them are indicated by a
Link
button in the right column of the screen. Select the Link
button to open the Links
window, which displays all links to the invoice. Select a link in the window to open the invoice.