Hi, When I make an amendment on a customer it does not pull through on future invoice that I have raised. I have to manually amend in all the invoices.
Any ideas on how I get around this?
Hi, When I make an amendment on a customer it does not pull through on future invoice that I have raised. I have to manually amend in all the invoices.
Any ideas on how I get around this?
As the Invoice has been raised the data has already been selected, so updating the customer record won't change the invoice.
Instead, open the invoice and re-select the customer account and the new…
Thanks Ian, that is a good idea. Would be more perfect if it follows through. But a great help so thank you.
Hi Kelly,
What information are you amending on the customer record?
And are future invoices raised by clicking Invoice and Credits > New Invoice?
Kind Regards,
Ian
Hello Ian, It could be the address or postcode. We sell the same products so I raise the invoices for the year but just post once the date is due. But if for any reason I have to amend the address it does not pull through on the invoices that have been raised (not posted yet) It only amends on NEW invoices raised
As the Invoice has been raised the data has already been selected, so updating the customer record won't change the invoice.
Instead, open the invoice and re-select the customer account and the new address details will automatically pull through.
Thanks Ian, that is a good idea. Would be more perfect if it follows through. But a great help so thank you.
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