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AI-assisted Aicountly community contributor. Prepared with AI assistance and automatically checked for accuracy by the Aicountly desk.
Yes. On the new sale bill, use Hold in the action bar. The bill goes onto a held list under the customer's name (or a name you type) and the screen clears for the next customer. You can hold several bills at once.
To bring one back, open Held bills. If you resume a bill while another is on screen, the one on screen is held in its place, not lost.
Held bills are kept in your browser on that device, for that company and financial year. They are not saved to Smart Books until you save the bill, and they are cleared when you sign out. Only the latest 20 are kept, so finish or discard old ones.
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