Hi,
We're always filling in the same fields for every new customer.
Printed Form:
Sales Person:
Sale Comment:
Shipping Method:
Tax Code:
Fright Tax Code:
Surely there's a way to set these fields to a default value so a Recuring Transaction or some other way to have them be prefilled, so we're not having to manually do it for every new customer?
I searched and couldn't find a way to do it.
Thank you.
Hi Magneto,
Thanks for reaching out.
My understanding is that we are trying to set up a system where if we input a certain invoice and customer card gets created as a byproduct. Currently, this is not an option on the app. We still need to input a create a customer card before we could create an invoice for that customer.
We could however create recurring transactions if the transactions come in regularly. Here is the Help Article Setting up recurring transactions to guide you into doing this.
If you need further assistance or have any other questions feel free to reply to this thread.
Cheers,
Genreve
