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Customer Invoices

When I am viewing my Invoices in Customer Center and I select a new customer from the "customer:job" drop down, it is not automatically populating the items/amts. due?

Best answer 01-21-2019 12:03 AM

Accepted Solutions
QuickBooks Team

Re: Customer Invoices

Hi marvelglassllc,

 

When you change the Customer:Job name on an invoice, the items on that invoice will not change or delete. Is this what you're referring to or you're talking about the pre-fill feature, which QuickBooks pre-fills the new transaction based on previous transaction? If you're referring to the latter, it only applies to vendors.

 

Please let us know if you have other questions.

2 Comments
QuickBooks Team

Re: Customer Invoices

Hi marvelglassllc,

 

When you change the Customer:Job name on an invoice, the items on that invoice will not change or delete. Is this what you're referring to or you're talking about the pre-fill feature, which QuickBooks pre-fills the new transaction based on previous transaction? If you're referring to the latter, it only applies to vendors.

 

Please let us know if you have other questions.

Established Community Backer ***

Re: Customer Invoices

@JessT

 

Please Learn from the input here.

 

@marvelglassllc

 

For this: "it is not automatically populating the items/amts. due?"

 

You have to now use the Icon at the top = Add Time & Costs. Here are the Billable entries you previously assigned for that job and as billable. You have to Select if you want all of them or only some of them; that's why they don't automatically Fill the sales form. The icon is at the top of Sales Receipts, too. You control this.

 

Pre-fill and Recall have nothing to do with the Sales functions.