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On creation of a new customer invoice and project that the details may be populate to the project folder

In addition it would be useful when entering a new customer , when proceeding to invoice and add a new project that the customer indicated could be automatically added to the project OR that a box be added to the pop up window.
It would be good if the customer reference box could pop up in addition.
At the moment I have to come out of the invoice processing and go to projects separately to add the details. If these details are missed the invoices are not allocated to the projects properly. Combining the two would reduce human error I feel.
Thank you in anticipation…
  • Anonymous
  • Jan 10 2017
  • Acknowledged
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