Client sales order not showing “create deposit” tab and when you bill , it goes as a cash sale and not invoice! Would you know the reason behind it ? It’s only happening with one client only!
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mightyd3
04/26/2023, 3:33 PM
There is a Payment Method set. If my brain is working correctly, that field determines CS/INV.
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David
04/26/2023, 6:30 PM
100% correct. There was a cc linked to client profile however the tab in the client form was hidden . I had to unhide and unlink to correct