Majic's avatar
Majic
Experienced Cover User
10 years ago
Status:
Open

Invoices: Option to Edit contact from window

Be able to click on a "Edit contact" button from a saved invoice

 

 

A link provided to go to Edit Mr ABCD's contact screen 

 

Or when creating invoice instead of just  +ADD CUSTOMER appearing  option to +EDIT CUSTOMBER is available.

 

"Edit contact button or link to Contacts from Invoice Screen"

 

 

 

 

  • Majic's avatar
    Majic
    Experienced Cover User

     

    Be able to view a summary of Invoice history from Home>Contact>Edit Contact screen

     

    Possibly a drop down box,  which you can then click on the related invoice if you choose to and view it

     

     

    • Liam_M's avatar
      Liam_M
      Former Staff
      Status changed:
      New
      to
      Open

      Thanks for the excellent suggestion Majic It would certainly be useful to see invoice history in through the contact screen. Anyone else who would like to see this, please cast your vote here.

      In the meantime, you can see all invoices to a specific customer by going to sales, clicking invoices and then typing the contact name in the search field.

  • i would like to see a link on the invoice or quote that goes directly to where the client form is  instead of having to go back to client list search through so i can find the phone number

    • Currently there is no way to link a credit invoice to a suppler return. This would be a great benefit.

  • Liam_M's avatar
    Liam_M
    Former Staff
    Status changed:
    New
    to
    Open

    Thank you for the suggestion @Majic. Anyone else who would like the ability to edit contacts from within invoices, please cast your vote here.

  • contractit's avatar
    contractit
    Contributing User

    I offten creat a contact and then have to go to invoices - create - and find them again.

     

    instead, like in the app, can we have a button to invoice the customer directly from contacts. 

     

    It seems so obvious I can't belive it is'nt done already.