Edit Customer when creating an invoice

When you are creating an invoice, and inputting the customer name, there should be somewhere to click on that brings up pop up window of the customer info page. There you can adjust the contact email or adjust payment terms for that specific customer.

Status: Already Offered

Comments

Rav

Hey there @Wilby, welcome to the Reckon Community 🙂

Thanks for raising this idea, the good news is this is already available within Reckon One 🙂

After adding your customer, click on the View Detail option ➡️ Edit Customer. This allows you to edit any customer details on the fly and return to continue on with your invoice. Check out the example below (click on it for a larger view).

Let me know if that's what you're looking for or if I'm not on the right track.

Cheers

Wilby

Wow this is great, thank you for showing me, apologies for my ignorance

Rav

No problem at all, sing out if you have any other Reckon One questions or feedback 🙂

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