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How to create a smart set for prepayments attached to Jobs
How to create a smart set for prepayments attached to Jobs
Chris Minassian avatar
Written by Chris Minassian
Updated over a year ago

The below info will guide you on finding prepayments that are attached to jobs. The below assumes you are taking in prepayments from the point of sale which will automatically assign the Job number to the reference field.

  • From the BusinessMind home page click on Sales

  • From the View Invoices section choose to create a new smart set

  • Name your smart set and select the columns you wish to view then create search criteria like the one pictured below

  • This will find prepayments assigned to jobs that have yet to be fully allocated to an invoice which means the jobs have yet to be picked up.

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