Would it be possible to add a button to the billing worksheet that tells Tax Cycle to grab the next available invoice number from the auto invoice text document? This would be in addition to the current system that automatically grabs a number when the return is printed.
Reason being, our firm often does customizations to a client’s invoice, directly on the invoice document itself. These kinds of customizations are beyond what we’re able to do directly from the billing screen. As soon as you customize the invoice itself, it no longer pulls data from the billing worksheet. So when we go to print the return Tax Cycle puts the auto generated invoice number on the billing worksheet, but it doesn’t pull through to our customized invoice.