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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.