Add a new customer while issuing
Create the contact from the invoice form without losing what you filled in.
Step by step
- On the invoice form, choose “New customer”. A panel takes the place of the form.
- Search the business register by name or company ID and pick the company; its billing details are filled in. Or fill in the fields by hand.
- Choose “Create the customer”. The contact is saved and you are back on the form with it chosen.
Good to know
Closing the panel with the cross asks before it discards what you typed, and saves nothing.