cmusicshop
06-21-2017
02:46 PM
Streamlining new customer adding through invoicing
Status:
New
Submitted by
cmusicshop
on
06-21-2017
02:46 PM
Right now we have to create a new customer, fill everything in and then create new invoice to invoice them. Would there be a way to make this more of one process? I'm thinking - create new invoice and where you enter the customer the popup that appears when creating a new customer comes up. Otherwise, right now you can enter a name and email in the invoice but if we could streamline it by making it combined it would save a few steps. The opposite could work, have a create invoice button as part of creating the customer, though I think the other way around would be more useful. After all, you usually aren't doing one without the other, right?
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