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Create Invoice after adding new customer

Currently after creating a customer, there is no means to create an invoice for them

 

After adding customer if you then add their details, address, phone, etc (which you naturally would after adding a customer). They click save. It takes you back to the main Customer screen.

 

You then need to go to invoices - add new - then find the customer name again (which is also a pain in the backside) - because it does not use smart find like it does in Invoices

  • Guest
  • Oct 15 2019
  • Acknowledged
  • Dec 31, 2019

    Admin response

    Hi Ed.
    Your request has found it's way to the KashFlow Payroll team although this sounds like a BookKeeping question. If I'm incorrect and have misunderstood let me know, otherwise I will pass this on to my colleagues to review,
    Cheers
    Dylan

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  • Guest commented
    21 Oct, 2019 03:41pm

    dont understand this - on my system - i create customer and on the first page it has options on what to do when the full customer details is finished - the default is go back to customer but the top option is create invoice for this customer - hope it helps