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A
alchemy1
August 4, 2020
Question

Copy Invoice under a customer and customer no longer shows up in the drop down.

  • August 4, 2020
  • 1 reply
  • 0 views

We have a parent company with a number of different subcustomers. We went through the conversion process to make them projects and everything got screwed up.

 

The subcustomer/project we are trying to copy an invoice for does not show up as an option under the customer dropdown list, but it shows up when we search for the customer in the "Customers" page.

 

Do you know the reason for this and what we can do to make the customer show up in the drop down when creating an invoice?

1 reply

J
JamesM
August 4, 2020

Hi alchemy,

 

Making sure your account info is accurate is a good way to prevent issues in the future. Rest assured, I'll be glad to steer you in the right direction so you can get the right assistance ASAP. 

 

Based on what you've described, there are several variables which can contribute to the issue you're having. Since you mentioned about the conversion process, I recommend contacting our support team for further assistance. Here are the contact details.  One of our representative will be happy to share your screen and help fix the issue ASAP. 

 

Let me know if you have other questions by leaving a comment below. I'll be on standby. 

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