• Resolved tldagent

    (@tldagent)


    So I’ve added invoice items but when creating an invoice, there’s no items to select. Under item, I start typing – expecting the items I created to auto populate a dropdown so I can select the item that I’m invoicing for.

    If it doesn’t allow me to select the invoice items I created, I’m not sure what use ‘Invoice Items’ has.

    Anyone with any knowledge of this?

    I also tested invoices and there’s no SEND button to actually send invoices to customers. Tested myself and I also never received the invoice.

    Seems like a very buggy and unrefined product thus far.

Viewing 2 replies - 1 through 2 (of 2 total)
  • Hi @tldagent ,

    f it doesn’t allow me to select the invoice items I created, I’m not sure what use ‘Invoice Items’ has.

    It allows you to manually specify the item (or quantity) of the invoiced item or service.

    That said, I do understand what you mean, and we have an open issue for this feature. I’ve added your comments there.

    I also tested invoices and there’s no SEND button to actually send invoices to customers.

    I’m not quite sure what you mean by this. Once you’ve assigned a contact to the invoice and saved it, you should see this:

    SCR 20230207 c30

    Do you see something different?

    Tested myself and I also never received the invoice.

    Do you mean you never received an email after clicking on ‘Email Invoice’? If so, please make sure you’ve set up your mail delivery:

    https://kb.jetpackcrm.com/knowledge-base/mail-delivery-method-setup-smtp/#setting-up-mail-delivery-options

    https://kb.jetpackcrm.com/knowledge-base/setting-up-a-default-wp_mail-outbound-email/

    Best,

    Cena

    Jay

    (@bluejay77)

    Hi there,

    It has been more than one week since we have heard from you, so I’m marking this topic as resolved.

    But if you have any further questions or need some more help, you’re welcome to reply here or open another thread.

Viewing 2 replies - 1 through 2 (of 2 total)
  • The topic ‘Invoice Items’ is closed to new replies.