marvelglassllc
Level 3
‎January 19, 2019 11:59 AM

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?

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JessT
Moderator
Moderator
‎January 21, 2019 12:03 AM

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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.

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qbteachmt
Level 15
‎January 21, 2019 10:36 AM

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@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.

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