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stoveconnection's Achievements


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  1. Is there a way to export only customers that have been invoiced? Would utilizing "groups" be a way to do this?
  2. I'm not even entering any information. I write a quote for a customer and when they purchase the unit, I turn the quote into an invoice. When they pay I highlight the invoice, click on "Payment" and that's when I get the error. I haven't entered any information since the initial quote. In the past, the customer info from the quote was saved (I assume - since I've never had to add customer's before). I'm trying to contact the NCH Software team, but it tells me to post here. Jeannie
  3. I am having the same problem - has anyone found a solution to this? I can verify that the customer is in the system, but it won't allow me to post payment to the account. I get the message "Customer not found. Please create the customer entry before proceeding with payments." I have never had to do this. The customer is added automatically when a quote is created. The invoice is then created from the quote. Do I need to delete it and start over? Please advise. Jeannie
  4. I'm trying to add custom field in an invoice and although I change the label and save, when I go into a new invoice the name still shows up literally as "custom field". Am I missing something or is this a glitch? Thanks, Jeannie
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