stoveconnection

Is there a way to export only customers that have been invoiced?  Would utilizing "groups" be a way to do this?

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

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

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