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 ha...
  • LRBooks61's avatar
    LRBooks61
    3 years ago

    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

MT6's avatar
MT6
2 years ago

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

 

 

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