1. How do I determine at a glance if a Sales Order has been converted to an Invoice? (I know I can scroll down to see if there is an invoice attached the sales order, but this is not an efficient way to check)
Can I create a view in the Sales Order tab that would show this?
2. At the end of the month, how do I easily and efficiently know which Invoices to print out and send?
It's a very manual process and there is high chance of error (eg: forgetting to send an invoice, or sending invoice twice).
I tried making reports but even with this method, we have still forgotten to send invoices.
The end of the month is very stressful as we try to make sure that all of our clients are invoiced- but I feel we are flying blind.