AlanT's avatar
AlanT
Ultimate Partner
10 years ago
Status:
Done

Sales: Add customer from Invoice window

Hi,

 

While creating an invoice, if you select the option to add a new customer, the system defaults to Business customers and does not allow you to change the customer to an Individual.

 

For my client who deals mainly with individuals, this is very time consuming and frustrating.

 

Could you please add this to the list of fixes for Essentials.

 

Thanks,

 

Alan

 

"Need to be able to add new individual customers during invoicing"

customers
invoice
Sales
T:Cash In

5 Comments

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  • HEATHZ's avatar
    HEATHZ
    Experienced Cover User
    10 years ago
    Why can't we add a new individual customer when we are in "invoices" only business customers. Further, why can't we have full useability when adding a new business customer. We can only add basic information but can't add email address etc.
  • Suja_P's avatar
    Suja_P
    Former Staff
    10 years ago
    Status changed:
    New
    to
    Open
    Thank you for your post, Alan. I have moved it to our Essentials Idea Exchange board and have passed on your feedback regarding being able to choose between Business and Individual when creating a new card from the Create Invoice window. We request others who would like this ability to please vote and add comments to this post.
  • Majic's avatar
    Majic
    Experienced Cover User
    10 years ago

    This option would certainly suit our business a great deal better as we are the service provider and I would say 95% of our Invoices issued are for New Individuals!!!

     

     

  • CloverQ's avatar
    CloverQ
    Former Staff
    10 years ago
    Status changed:
    Open
    to
    Done

    You may have already noticed, the option to create an individual customer while creating an invoice has now been implemented in Essentials Accounting. Thank you all for your votes and comments.