Why does my contact not show in Invoices

[José Noulez de Miguel]

Hi,

 

Whenever I start a new invoice and the customer is not in my "Contacts" I can create this contact from the "Invoice" module. The thing is that if I proceed with the invoice I don't see the contact's name and billing address on the invoice. Do I have to do a refresh and if so, how?

Same with the "products" : how can I do a refresh.

Help appreciated.

 

[José Noulez de Miguel]

Wow. Lot of views, but no help ☹️

[Steve Martino]

Most likely someone from FM Starting Point will respond in the morning. 

[José Noulez de Miguel]

Hope they do.

On the other hand : it's a free download.

[Jonathan Hogle]

José,

Those fields are what are called "lookup" fields, in other words, they grab the data from the related record, when the records first related. If you want to force the update to get the address information to come across to your Invoice, you will have to use the magnifying glass button to select your new contact from the Contact search popup.

 

If you need additional help, or have some remaining questions, please email us at [email protected], and we will respond as soon as we can.

 

Thanks,

Jonathan Hogle

Lead Engineer for FM Starting Point