thread Re: Customer Information Not Showing When Sending an Invoice in Payments Troubleshooting

Customer Information Not Showing When Sending an Invoice

droidbaker — Sat, 20 Sep 2025 13:27:49 GMT

Typically customers information was input as a ticket in my system for them to pick up an order at a later late. With the current situation as many others we have switched to an online store & for custom orders I am sending an invoice. When I search my customer database I see my customers info that I entered but when I go to send them an invoice it will not pull their info therefore I then have to make a duplicate entry. Why will it not pull existing customer info?

Re: Customer Information Not Showing When Sending an Invoice

Kassi_ — Wed, 08 Apr 2020 16:24:47 GMT

Welcome back, @droidbaker

For the duplicate contacts you've had to create, you can merge them. Here is a link to a thread in the Community with tips on how to do that.

The issue with having to create new customers shouldn't be happening. Since this account specific - I want to move the rest of our conversation to private messages.

Re: Customer Information Not Showing When Sending an Invoice

droidbaker — Wed, 08 Apr 2020 19:52:19 GMT

How can we move it to a PM?

Re: Customer Information Not Showing When Sending an Invoice

Kassi_ — Wed, 08 Apr 2020 20:15:40 GMT

@droidbaker -

In the top right corner of your Seller Community page, you will select your profile. In the drop-down menu, select messages and you will see the private message I sent over to you.

Thank you!