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January 8, 2021
Question

I updated a clients name, and she's just informed me it's now showing the update on her invoices. How do I fix that?

  • January 8, 2021
  • 1 reply
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1 reply

Lourdes-Fernandez
January 8, 2021
Good morning userbotanicalcleanin,

I’m sorry to hear the information is not carrying over into your invoices but I have a couple of tricks we can.

Kindly attempt the following
1. Select Sales Tab form your left-hand side menu
2. Select Customers Tab
3. Locate your customer and select your customer from the search bar
4. Select EDIT Icon from the top right-hand corner
5. Review information to ensure accuracy, save and close when done.
6. Refresh your browser window to ensure changes (not needed but I like to do so I find it helps)
7. Create new test invoice for your customer, Select Save
8. Select Print Preview from the black bar down on the bottom of the screen and review accuracy of the information

Let me know if this works! Please do not hesitate to reach back out if you require further assistance! Happy TGIF.

Kindest Regards,
Lourdes Fernandez