“Dashboard - Client Management” shows that I have created and saved 2 clients.
When I use “Sales > Create New Invoice” a new “Draft” invoice appears with an “(?) Select a client above or create a new client.” pointing to the “Client name” field, but there is not a list of these 2 clients to choose from - only an empty text field.
Untitled 33.pdf (254.4 KB)
Why am I not seeing a drop-down list of my clients?
Hi, did you try to write the client name in the box? When you write for example a S all names in your account starting with S will be shown. If write then a m behind the S it reduces the list to all names with Sm.
Hope that helps
Thanks, rhc.
Silly me - of course that was the answer!
Perhaps the helpful text should say “Start typing” not “Select”?
Anyway, thanks for your prompt and clear assistance.
Philip
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