New users not showing

  • I’m having trouble finding new users when creating a quote/invoice. I’ve created a form that automatically creates new users as ‘Upstream Client User’, however when I go to create the quote, the client doesn’t show in the client list.
    I’ve also tried adding WP users manually as ‘Upstream Client User’.
    I have to go to: ‘add new user’ > ‘from existing user’, then select the user from WP user list.

    • This topic was modified 5 years, 6 months ago by jmill23.
Viewing 4 replies - 1 through 4 (of 4 total)
  • Thread Starter jmill23

    (@jmill23)

    Any response???

    Plugin Author SlicedInvoices

    (@slicedinvoices)

    For a client to appear in Sliced Invoices, you must fill in the “Business/Client Name” field for that user.

    Please see this page about Clients from our documentation for further explanation: https://slicedinvoices.com/support/clients/

    Thread Starter jmill23

    (@jmill23)

    Thanks for the reply. I see. What i’m trying to do is create a front-end form so clients can register themselves. I’m using Profile Builder’s custom registration form and have created a required business name field. Problem is this is not the same field used by sliced invoices in the user’s profile – is there a way round this?

    Thread Starter jmill23

    (@jmill23)

    Ok, I’ve managed to workaround this using “_sliced_client_business” as the meta form field. This now creates a new user and populates the business name field, however, when i go to create a new quote/invoice, the newly created user is still not appearing in the user list! They aren’t showing when I click “add from existing user” either. And yes, their role is set to “Upstream Client User”?

Viewing 4 replies - 1 through 4 (of 4 total)
  • The topic ‘New users not showing’ is closed to new replies.