I currently have a problem.
When i added my client originally the were located in one part of the country, now many months later they have moved and i have updated their address in their client control panel (my admin side)
I recently generated a new invoice for this client, the address however is the old address and the one saved in the client panel is the new one.
Can this be looked into, this should be easy to re-create from my explanation above.
Any help would be appreciated.
Thanks
When you say you created a new invoice, was it previously saved as a draft, or been converted from an estimate? If this is the case, it won’t update automatically.
What you could do, is go into the invoice, remove the client and re-add them, and that should drag the new address through too.
No it wasn’t saved as a draft or converted from an estimate, it was a fresh invoice, only reason i noticed is i download and print a copy for my records.
the above suggestion if it works would be ok for a quick fix, but if the client has lots of invoices this would be a headache, and if other clients update the address details more work.
The clients details stored anywhere where i can edit it, only the new address, yet this address still shows up in the invoices.
UPDATE:
The issue is, i use purchase orders for clients they go in sequence, so i use the copy invoice feature and update the purchase order number, this copies the old address, would be better that it picked the address up from the array that holds the clients current details, since as mentioned above, clients and suppliers do change addresses as they expand/evolve.
@DABS I think you’ve figured out what’s going on here. Any copy routine (including from an estimate or invoice) will take the address from the original document.
I can’t think of any good reason why grabbing the live address of the client would present problems so I will switch this to a “Planned Feature” for now and we’ll implement this shortly, notwithstanding any valid arguments against that may arise in the mean time.
Thanks, although for the time being it isnt a massive issue for me, maybe as my client base grows LOL
This is an older thread, but as far as I can tell this has been implemented so I’m going to mark it as such.
Any issues let me know otherwise the thread will auto-close in 48 hours.
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