• Resolved cptechdesigns

    (@cptechdesigns)


    I have the plugin “Membership Pro 2” from WPMUDEV. Our clients and customers will be in this plugin, meaning, I will use that plugin to manage our clients and customers and I use that plugin to have them register and login.

    I want to use Sliced invoicing to invoice our clients and customers, but when I click on create an invoice, it doesn’t say anything when I go to select “Choose Client” to pick a client that the invoice is for. How would I integrate this?

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  • Plugin Author SlicedInvoices

    (@slicedinvoices)

    Hi there,

    I haven’t used Membership Pro 2 so I’m not really familiar with it, but as long as there are WordPress Users for each customer, it should be easy to register them as clients in Sliced Invoices.

    Our Clients support page talks about how to do this, but basically you would just need to make sure the “Business/Client Name” field is filled in for any User you want to show up in the “Choose Client” dropdown.

    In the most recent Sliced Invoices update (the one that came out yesterday) we added a new option when you click the “Add New Client” button… now you can choose from any existing Users right there, without having to navigate anywhere else. It’s basically just an easier way of doing the same thing described above.

    Hope that helps! If not let me know and I’ll see if I can get a copy of Membership Pro 2 and take a look.

    Cheers,
    David

Viewing 1 replies (of 1 total)
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