Creating an invoice for a customer already established with us

SteveBl
Contributor
Contributor

I have found that it is pretty easy to create invoices for our customers.  But I find it impossible to create one for a customer that I have already invoiced in the past.  It is very frustrating to not be able to pull up their info from a saved list - and then create.  I always have to type in all of their info from scratch.  Email, name, address, phone, etc.  What am I doing wrong? 

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1 REPLY 1

PayPal_Celeste
Moderator
Moderator

Hi @SteveBl,

 

Thanks for reaching out to us. Here's a great article on Simplifying Your Online Invoicing in our Business Resource Center.

 

I hope this helps!

 

- Celeste S

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