Forum Discussion

anapod's avatar
anapod
Experienced Cover User
3 years ago

Creating Invoice with item

I have a new user that can't create invoices using the item name has to use the item code. I know there is a preference that needs to activated to do this but can't find it 

Does anyone know what has to be ticked. - don't wont to spend a few hours on the phone 

  • Hi

     

    In setup (in top ribbon)

    from the drop down list select prefeernces

    in the window tab of preferences tick I use item name ( 5th down)

    hope that helps

     

    Lisa

  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User

    Hi

     

    In setup (in top ribbon)

    from the drop down list select prefeernces

    in the window tab of preferences tick I use item name ( 5th down)

    hope that helps

     

    Lisa

    • anapod's avatar
      anapod
      Experienced Cover User

      Thanks I knew it was something simple, but it became difficult 

    • MT6's avatar
      MT6

      Hi Team,

       

      I am also have the same issue but I can't find the box for item name.  I need the Name (eg, JP-30) on the invoice rather than the 'INV #' which has populated from the the conversion.

       

      Cheers

       

      Mel

       

       

      • anapod's avatar
        anapod
        Experienced Cover User

        Lets hope that this is system error! otherwise it will be a long job updating all item numbers and descriptions.