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Customer details saved in customer profile when creating an invoice

If the customer address & contact details are entered when creating an invoice, then the details should be saved either automatically or by giving the operator the option to save to the customer profile. Sometimes a Update Customer Records option does appear when entering the address but this doesn't appear to work.

  • Chris Spencer
  • Dec 11 2018
  • Already exists
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  • Admin
    Julie Shepherd commented
    01 Jan 22:26

    Hi, thank you for your suggestion.  When entering an address on an invoice, there is the option to Update the Customer record.  If this is not working correctly for you, please contact Support@KashFlow.com who will be able to assist you further.