It sounds like the system thinks you're trying to create a brand-new profile for that company instead of invoicing an existing one.
When the company name is already saved in your customer records, simply select their name from the dropdown menu when creating the invoice. If you click +Add New and type the name manually, the system will trigger that error to prevent a duplicate account from being created.
If you are invoicing for the same items, you can save time by duplicating a previous invoice instead of starting from scratch. Here's how:
- Go to the All apps menu, then Sales & Get Paid.
- Choose Invoices.
- Find the invoice you want to copy.
- In the Action column, select Duplicate from the dropdown.
This creates a new invoice with the same details, which you can then edit and replace the date as needed.
Please let me know if you have more questions or concerns.
