Adding options when creating a new customer

CompuBCCompuBC Member Posts: 2

When creating a new customer and clicking 'save', it would be nice to have options like:
Save and create an invoice
Save and create an estimate
Ect...
you shouldn't have to hit 'save' and move to another screen to create an invoice for the same customer, it's just too many steps.

Thanks

Comments

  • JamieDJamieD Administrator Posts: 875 admin

    Hi @CompuBC. Thanks you for submitting your feedback here regarding adding a Customer in Wave. One thing to keep in mind, is that when you are creating an invoice or estimate and adding a customer -- there is an option for you to create a new customer in Wave (which will then, also save under the Customers section in Wave).

  • CompuBCCompuBC Member Posts: 2
    Hey Jamie,
    Let's not forget that costumer comes before the invoice, when creating a NEW costumer you need save and...
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