Im trying to incorporate the Invoice start up solution into an existing file. When i link the contacts (customers in Invoice.fm13) or even if i import contacts into the invoice solution, the new invoice . it doesnt list them in the new invoice select contact pannels
What am i missing for the invoice scripots to recognise the contacts?
Make sure you imported from the correct table into the correct table and mapped your fields correctly. I just tested the Invoices startup solution, importing a bunch of contact records from another file into the customer table. You have to take a few moments to map the fields correctly for import, and you also need to check the option to perform autoenter options. AOK.