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Add a Project to multiple invoices

Specific projects (these are teaching courses in our system)  are paid through paypal, all courses have a unique title that can be searched e.g. searching for "14th" brings up all the delegates who have paid for the "Uropathology EQA meeting and 14th BAUP AGM "

I would like to allocate all these to a project (Course) "AGM Nov 2019".  Provided a unique identifier is used for each project sale it is easy to bring up a list of all sales for a particular project (course) .   However the only way to add a project to each is  by opening each one in turn and editing it.  It would be good, and save a lot of time,  to be able to allocate a project to all the invoices in a single function so the invoices can be edited in bulk.

 

 

  • David Griffiths
  • Sep 30 2019
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  • David Griffiths commented
    9 Dec, 2019 07:55pm

    I now have several courses (each about 100 delegates) all paid for via paypal so the "project" is not specified on the invoice.  This makes it difficult (or laborious) to work out the profit/loss for the course (there are differing fees and some have received part refunds).  This facility would be very useful.