Hi, I am struggling to work out how to import a reuseable inventory into an invoice. I have managed to creat and save a reuseable inventory however on creating an invoice the first column is labled ‘Task’ and doesn’t bring up my inventory item as I type. In the knowledge base demo it shows the first column as ‘Item’
What am I doing wrong please.
Many thanks
Steven
Make sure to store your inventory items under correct category, i.e Tasks, Sales Item and Purchase items else they wont show up on invoices, click on drop down arrow before creating them
Once created, go to Invoice and click on +New line to add Task or Item , type in first letter of task or item in relevant section and list will show up
Brilliant thank you problem solved. I was saving it as a sales item rather than a sales task.
Thank you for your clear and precise help
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