Invoice data does not populate in Customer Directo...

MaxS · ‎08-15-2017

When I create an invoice it populates from my customer directory, but the information does not show up in any of the customer sales data. In addition, in the customer directory it shows as zero dollars spend for that customer. Can you please help me figure out how to get the invoice data to populate in both the sales data and the cutomer directory?

Lastly, it seems a little silly that the invoices are not set up to send to a company, what happens if my contact changes at that compnay?

RHatch · ‎08-16-2017

You are correct, Invoices is like it's own thing. Inventory does not subtract and it doesn't report back to the customer screen.

You can search by customer name in the invoice screen in the Dashboard to see what they have purchased. That my help you.

Invoice data does not populate in Customer Directory or the sales data