Customer Information Not Showing When Sending an Invoice

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?

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Square Community Moderator

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. 

Kassi
Community Moderator, Square
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How can we move it to a PM?

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Square Community Moderator

@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!

Kassi
Community Moderator, Square
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