Unable to create customer

  • Hi

    I have just loaded your plugin and was unable to create a customer. I could add all the details in the form but was unable to save. I navigated away and returned and then found I was able to save the details. However, I went to create a sales invoice using that customer and it tells me there is no customers. So I tried to add a new customer using the invoice form but it tells me that customer already exists!

    In the audit log it tells me the customer has been created. I have a copy of the system report which I am happy to email you.

    Any ideas please? Thanks

    Rich

    [ Please do not bump. ]

Viewing 2 replies - 1 through 2 (of 2 total)

  • Hello @cregy,

    Thank you for reaching out,

    It seems you had added a customer in CRM section and that is why you are not getting those customer during creating an invoice.

    To get CRM customer in Accounting you have to turn on the auto-import section from
    WP ERP > Settings > Accounting

    Ref: https://prnt.sc/WHpZOispOyvr

    Also you can import customer manually from WP ERP > Accounting > Users > Customer

    Please let me know If it works for you.

    Warm regards,

    Hello @cregy,

    Due to the inactivity of the topic, I’m making this topic as resolved.
    Please feel free to create a new one whenever you need assistance.

    Best regards,

Viewing 2 replies - 1 through 2 (of 2 total)
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