New Invoice style no longer has option to auto input previous client?

[geekeliteaz]

Firstly, the new invoice format is bad.  It is more time consuming and annoying to navigate than previous.  

Also, I have noted (unless I am missing something) If I create a new invoice it no longer remembers and inputs previous clients as you type in the name.  Huge oversight on this.

[TheRealChipA · Accepted solution]

Hi @geekeliteaz.  Fellow seller here, so I can’t address the new invoice format.  If you’d care to list the UI issues you are having, some of us might be able to assist you in making the most of them.  Otherwise, the engineers are made aware of issues that are raised here (by the moderators) so more detail is certainly helpful if you’d like to register your complaints.

Otherwise, I just fired up invoices in the online dashboard and in the Invoices app.  In both cases, when I started to type a customer name, it “remembered” what it had saved in their customer directly entry just fine.  So I’m at a loss to understand what you mean about this huge oversight.  I’m obviously doing something different than you are, or at the very least I’m not understanding your concern.

Thanks!

[TheRealChipA · Accepted solution]

Hi @geekeliteaz.  Fellow seller here, so I can’t address the new invoice format.  If you’d care to list the UI issues you are having, some of us might be able to assist you in making the most of them.  Otherwise, the engineers are made aware of issues that are raised here (by the moderators) so more detail is certainly helpful if you’d like to register your complaints.

Otherwise, I just fired up invoices in the online dashboard and in the Invoices app.  In both cases, when I started to type a customer name, it “remembered” what it had saved in their customer directly entry just fine.  So I’m at a loss to understand what you mean about this huge oversight.  I’m obviously doing something different than you are, or at the very least I’m not understanding your concern.

Thanks!

[geekeliteaz · Accepted solution]

Thank you.  Due to your response I have may narrowed down the issue.

I always duplicate saved invoices.  Using square invoice via the web interface.  If I duplicate an invoice, go to Edit Customer then attempt to type into First Name or Last Name, nothing at all will populate.

If I create a new invoice, the interface option is different with "Add New Customer" which will show previous customers and populate by letter/name.

[TheRealChipA]

@geekeliteaz Thank you for the clarification.  That makes more sense, and I think I see your confusion on this issue.  So….

After you duplicate an existing invoice, if you click the elipses (…) to the right of the customer you are given two options.  One is to edit the customer, which assumes you are keeping the existing customer attached to the new invoice and just changing something about them.

The other option is “Remove.”  This will remove the customer who was on the duplicated invoice, allowing you to then click “Add a customer” where you can search for a customer and where the auto-populate functionality works.

Let me know if you have any other questions.

[geekeliteaz]

Thank you!  I should have honestly seen the options there.  This is a resolution for my dilemma.  Thank you!

[TheRealChipA]

You’re welcome.  Trust me, I know the feeling sometimes.  The older I get the more “duh!” moments I seem to have.  No worries.  That’s why we are here in the community!