I'm sending my first invoices with the new version. When I click the e-mail icon, it does not automatically populate the e-mail with the recipient or the invoice. This is different from the previous version. Or am I missing some kind of setting? It seems like it should do this automatically.
Hi Casey,
Yes, it takes a contact from the PM field of the invoice. If it is empty, it takes contacts from Client contacts with Invoicing matters checkbox checked :)
Hi Eugene,
For some reason when I upgraded, the "Invoicing matters" checkbox was unchecked. I went through and added the checkmark back, and invoicing works as expected. Thanks!
Hello, Casey, I've just checked data migration methods and found out that Invoicing matters field wasn't transferred. It was just ignored! So the data in this field was lost while migrating.
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